The PolicyCo platform allows for highly relational associations between articles and procedures. Many compliance frameworks insist that your organization include procedures alongside your stated policy objectives (articles ). PolicyCo allows you to link a single procedure to any number of articles and/or link any number of procedures to a single article.
By default, PolicyCo will set the labels as Articles. However, this label is dynamic and can be updated to Requirements in the Settings to meet industry terminology standards. For the purposes of this user guide, the term Article will be used.
To Link a Written Procedure to an Article
From the Article Editor
Navigate to the article within one of your policies
Click on the + icon under Procedures
Click on check box of each of the procedures you would like to link (Procedures must be written in order to complete this step)
Click Close
You've now successfully linked a procedure to an article. By default, the procedures display within a collapsed view. To expand the linked procedure, click on the procedure name.
From the Procedures Editor
Navigate to the procedure
Click the + icon above Article
Click on check box of each of the procedures you would like to link
(Articles must be written in order to complete this step)Click Close
To Link a New Procedure to an Article
From the Article Editor
Navigate to the article within one of your policies
Click on the + icon under Procedures
Click Add New
The newly created procedure will automatically be linked to the article from which it was created
From the Procedures Editor
Click Procedures from left menu
Click the + icon above Article
Click on check box of each of the procedures you would like to link
(Articles must be written in order to complete this step)Click Close
To Unlink A Procedure from Article
From the Article Editor
Navigate to the article with the procedure associated that you would like to unlink
Click the three dot hamburger menu to the right of the procedure name
Click Unlink Procedure
From the Procedures Editor
Navigate to the procedure that you would like to unlink
Click the three dot hamburger menu to the right of the article name
Click Unlink Article
Articles That Do Not Require a Procedure
There may be instances in which an article does not require an associated Procedure. In this instance, you will want to ensure that your system understands this by disabling the procedure linking. This will become most important when updating your Home snapshot. Beginning May 31, 2022, procedure linking is disabled by default, but any articles created prior to this date have them enabled by default.
To Disable Linking
Click Policies from left menu
Click on the article that does not require a procedure
Click on the toggle to the left of the + icon under Procedures
To Enable Linking
By default, linking is enabled; however in the event that you have disabled procedure linking and would like to enable it, you can update the toggle.
Click Policies from left menu
Click on the article that does not require a procedure
Click on the toggle to the left of the + icon under Procedures
