Articles
Policies
Policies are the rules and standards that an organization creates for itself. The RiskVision Application tracks compliance with an organization's policies as well as other Policies and Controls . Policies can include workflow and recurrence rules,...
Creating A New Policy
The RiskVision solution provides organization content, including templates, that helps create policies that you can tailor to your organization's individual needs. You can also create policies from scratch and import existing policy documents. In or...
Viewing A Policy
Once the policy details are displayed, use the following options to view the different objects attached to a policy:
Ownership. Check the box next to the Ownership option to view th...
Editing A Policy
Depending on the extent to which you need to edit a policy, you can use any of the following options:
New Section . Creates a new section based on the settings defined in a template. ...
Document Outline Templates
Document Outline Templates
Document Outline Templates specify fonts, colors, backgrounds and other
formatting styles. Document Outline Templates allow you to change the
look of an existing policy or contract easily.
...
Editing a Document Outline Template
A newly created document outline template will have the default headings with no styles and formatting. You can edit the template to your organization's official documents. The Policy View and Policy Author permissions, or Policy View and Policy Man...
Exporting Policy Documents
Once the policy has been exported, click Click here to download the file link to save the file.
RiskVision application will always generate a single XML file even though you select more than one policy to export.
...
Importing Policy Documents From Word
Importing Policy Documents From Word
Potentially large policy documents can be imported directly into RiskVision from word processing applications such as Microsoft Word, saving considerable time. In addition, a policy document can be maint...
Creating Policies Based on Microsoft® Word Documents
When policies are already described in electronic documents, it can
save time to import than recreating these policies. This section
describes importing potentially long and complex word-processing documents
that are in .doc...
Importing Policy Documents From XML
Importing previously exported policies provides a convenient way to copy policy documents between development and production environments, or to copy policies from one RiskVision server to another, or when your organization has mul...
Adding Images to Policies
Advanced users may want to embed images in policies and policy templates.
Use the following ways to add URLs pointing to images or upload images into policies.
Insert/Edit Image button in the Rich Text editor - Insert...
About Policy Workflow
About Policy Workflow
A workflow is a set of stages, such as "Draft, Review, Approval,
Deploy." Each stage has a list of possible actions that move the
workflow to a new stage. For example, the Review stage mi...
