Policy and Procedures -  Adoption Process

This article will explore the steps needed in order to Adopt a Policy / Procedure in The Guard. Adopted Policies and Procedures can be assigned for Attestation by Employees. This article will explore how to Adopt Policies. Please see the Policies & Procedures - How to Assign for Attestation Knowledge Base Article for Attestation Instructions. 

TABLE OF CONTENTS

• Adopting Policies and Procedures
• Related Knowledge Base Articles

Adopting Policies and Procedures

1. Navigate to Policies > Templates (Tab)

2. Officers/Admins can create a new blank policy from scratch via the New Blank Policy button at the top of the page, if needed. Otherwise, the Library can be Searched to locate the necessary document.

3. Select the Policy/Procedure needed to open the Edit/Review page

   1. Alternatively, the following steps can be completed by clicking the SELECT button, instead of clicking on the Policy Name.

4. Review the Policy/Procedure details as displayed on the Template and then select Use this Template
   

   • A Pop-up will appear with drop-downs for the following: Name, Location, Type, Programs, and Standards

     

     • Name - Default Name of the Template - Can be adjusted

     • Location - Organization Wide or Locations set up in The Guard - Locations can be configured via the Admin module

     • Type - Types of different Policies / Procedures. The Guard provides the following for selection:

       • Programs - Relates to the Programs module and which Programs are available to the Organization - Multiple Programs may be selected

       • Standards - Relates to the Standards (HIPAA, OSHA, SOC 2, etc) - Multiple Standards may be selected

       • Select Create, once any necessary adjustments have been made

5. After selecting Create, the Template becomes a Draft and the Officer/Admin will be redirected to the Editor with this new Policy/Procedure Displayed. Here an Officer/Admin may update/alter/change the Policy/Procedure to their liking. Policy/Procedure documentation here can be “Saved & Adopted” right away, or simply saved into the Drafts for additional review and editing. 

6. Once the content of the Policy/Procedure Draft is final, the Organization, when ready, may follow these steps to adopt it

   1. Select Move to Adopted to save changes and adopt the policy

7. Adopted Policies can be found under the Adopted tab in the Policies Module

Related Knowledge Base Articles

• Policies Overview
• Policies & Procedures - How to Assign for Attestation
• How To Attest to Policies & Procedures