References and regulations

Policy Manager helps you to map your existing policies, or create new policy, and then directly link those policies to specific regulations or requirements found in the Compliance Maps directly using Policy Manager. This automates the process of associating your policies with standards & regulations and requirements found in the Compliance Maps, removing the need for manual linking.

You can link your policies with regulations and requirements in two ways:

• Creating a new policy.

• Linking regulations and requirements to your existing policies.

Creating a policy

After you log in to Policy Manager you can create a new policy to link a specific regulation or requirement to your document without opening Compliance Maps.

1. Navigate to Creating a document.

2. Select Standards & Regulations.

3. In the Standards & Regulations dropdown, select the required regulations or requirements you need to link to your policy document. If the list of regulations are not displayed in the dropdown, select the Search icon to look for the specific regulation or requirement you require to link to your document.

   The number of selections under Standards & Regulations and Requirements is displayed in a tree view, and it varies based on your choices.

   Note

   The list of regulations and requirements will only be displayed if you are subscribed to Compliance Maps and data is present there.

4. Select Apply > Save.

You have successfully linked your standard requirements and regulations to your newly created policy document.

Linking regulations and requirements to your existing policies

After you log in to Policy Manager you can link a specific regulation or requirement to your existing policies directly using Policy Manager.

1. Navigate to Finding and managing documents.

2. Select the specific document where you want to link your requirement or regulations.

3. Select References & Regulations > External references.

   The list of all the standards and regulations available under Compliance Maps is displayed under the All standards and regulations dropdown list.

   You can also use the search bar to view the particular regulation or requirement to link it to your policy document.

4. Expand the parent accordion to view the list of child and sub-child available under the regulations.

5. Select the desired regulations or requirement and select Apply.

6. Select Link available against each field for adding a regulation or requirement. The Linked to document displays the total number of selections made in a tree view structure, including parent, child, and sub-child elements associated with the regulations and requirement.

   1. To remove a linked regulation or requirement, select Unlink from the Actions tab.

   2. To directly access an added regulation or requirement, select Open under the Actions tab.