Exports are a useful tool to capture the regulation and policy data stored in PolicyCo in a downloadable CSV file. A CSV (comma-separated values) file is a text file in which information is separated by commas. CSV files can be imported into spreadsheet applications like Microsoft Excel and Google Sheets.
Exports include all regulation information (the Regulation name, Regulation ID, and the Regulation description) and the policy articles they are mapped to with all corresponding policy information (Policy name, version number, sequence number, article title, policy content, and policy managers and authors).
Your organization may use different labels for Controls and Articles (ex: labeling them as regulations or requirements) but for these purposes we will use the default labeling of Control and Article. More information on how to change the labels is found here.
How to View an Export
Exports are found under the Home section of the left menu.
Click the Home section of the left menu
Click Exports
How to Filter an Export by Control
Exports can be filtered by regulation to show one, multiple, or all Controls your organization adheres to, and all controls and the policies to which they are mapped.
Navigate to the Regulation column of the export table
Click the Hamburger menu next to Regulation
Select the Regulations you'd like to filter by
Note: You can filter by (Blanks), which will create an export that will only include policies that are not mapped to Regulations, or you can select all Regulations and only deselect Blanks which will remove all policies that are not mapped to regulations.
How to Filter an Export by Regulation Topic/Keyword
An export can be filtered to only reflect regulations and its applicable policies by a keyword - for example, if you desire an export for a specific set of topical regulations and their policies, you can filter by the topic/keyword.
Navigate to the Description column of the Controls section of the export table
Click the Hamburger menu and type in the desired topic/keyword
Note: you can filter to a more granular level by using the And/Or options and add another topic/keyword.
How to Filter an Export by Policy
Exports can be filtered by policy to show one, multiple, or all Policies and the controls to which they are mapped.
Navigate to the Policy section of the export table
Click the Hamburger menu next to Policy
Select the Policies you'd like to filter by
Note: You can filter by (Blanks), which will create an export that will only include Regulations that are not mapped to Policies, you can select all Policies and only deselect (Blanks) which will remove all policies that are not mapped to regulations
How to Download an Export
Click the Download CSV button on the right above the export table.
