Policy Authors & Contributors - Role Based Course
Course Overview
Author represents users who create and updates documents in the organization while Contributor’s review and approve said documents during its lifecycle.
Level – Basic
Course Duration – 1.5 Hrs of Training Content
Course Completion Requirement – 2 weeks from date of assignment
Pre-requisites: Familiarity with policy management concepts
Course Objectives
At the end of this course, you will:
- Understand how to navigate the PDMS app
- Upload, workflow and publish documents
- Create inline documents
- Attest to policies
Course content
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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 ...