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

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

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

  • Create a New Procedure

  • The newly created procedure will automatically be linked to the article from which it was created

From the Procedures Editor

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

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