Approve and publish a policy

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • When a policy is approved, it is automatically published.

    Before you begin

    Role required: sn_compliance.user or sn_compliance.manager

    Note:
    For more information:

    About this task

    Prior to Version 11.0.2 of the GRC: Policy and Compliance Management application, a new knowledge base article overwrote the previous version whenever you made changes to a policy. Starting with Version 11.0.2, when you again approve a policy, a new version of the KB article is created and listed in the Policy Versions tab, along with a history of previous versions.

    This feature requires that you manually install and activate the Knowledge Management Advanced Installer [com.snc.knowledge_advanced.installer] plugin. For more information, see Activate a plugin.

    Procedure

    1. Navigate to All > Policy and Compliance > Policies and Procedures > Policies.
    2. Open the policy record.
    3. Review the policy details.
    4. Click the Request Approval button.
      Reviewers cannot request approval for a policy. However, the owner of the policy with sn_compliance.user, which is the minimum required role, and users with compliance manager role can request approval for a policy. When approval is granted, the policy is published and a knowledge base (KB) article is automatically created with the details of the policy.
    5. Any time you need to make changes to the policy, you can click Edit policy and enter a message in the pop-up, and click Request Approval. Add a comment in the pop-up. When approval is granted, a new version of the knowledge base article is created.
      Note:
      As described above, if you activated the Knowledge Management Advanced Installer [com.snc.knowledge_advanced.installer] plugin, a new version of the KB article is created and listed in the Policy Versions tab, along with a history of previous versions as shown below.
      Figure 1. Policy versions in the Quebec release
      Policy versions
      So, if you create links to this policy from the Service Portal or elsewhere, the latest version of the KB article is always displayed.