Policy & Document Management – End User Course
Course Overview: Policy and Document Management (PDMS) provides organizations a single repository for storage and access to policies and documents. The App also provides a consistent framework to create, manage and update policy documents in addi...
Course content
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Lesson PDMS: App Administration & Setup
This unit covers the primary functions of a PDMS App administrator including: Creating document categories Creating document privilege's Creating & Managing user access groups Creating Lifecy...
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Lesson PDMS: Attachment Based Document
As an author, you can assign a document lifecycle to an existing document as well as associate references and GRC Content with the document. You can also add attestations and notification, if requi...
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Lesson PDMS: Inline Based Document
Organizations need to create guidelines to establish consistency and standardization across documents and policies. You can achieve this by creating inline documents, which allows you to: Use stan...
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Lesson PDMS: Reports
Policy users may have access to a number of PDMS reports that may be used for analysis, decision making, and follow-up actions. Reports are displayed in tabular, tile, and graphical views. You can ...
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Lesson PDMS: Enhancements
Policy & Document Management enhancements in Colorado and Danube
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Lesson PDMS: Use Case
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Lesson PDMS: Practice (2.5 Hours)
Please reach out to your trainer for credentials to the practice instance before starting this unit.