This article covers the following topics:
Prerequisites:
- Enable "Categories" for your organization. To add Categories to policies, the option has to be enabled for your company. If this is not the case and you need such a feature, please contact your Customer Success Manager or Support.
About Categories
Categories help to group policies by topic, business unit, risk area, etc to allow faster search for compliance managers in the Content Library as well as for employees in the Policy Library.
In the example shown below, the categories are Code of Conduct, HR Policies, IT Security, and Third Party Policies.
Adding a category to a new policy
Category is a mandatory field (if the feature is enabled) when filling in the policy creation form.
- Click on the field "Category"
- The list with all available options will load
- Select the category you wish to apply for this policy.
Update/Edit a category for an existing policy
Category is one of the fields (if the feature is enabled) that can be edited at any time for a policy.
- Navigate to the policy which you would like to update
- If the policy is "ACTIVE", click on "DEACTIVATE" in the top right corner.
- The "EDIT" button in the "Details" section will now become available.
- Click on the "EDIT" button to open the Update form for the policy.
- Scroll to the "Category" question
- Select the category you wish to assign to this policy and click on "UPDATE" at the bottom of the form to save your changes.
- If the category you are looking for is not available in the list please contact your Customer Success Manager or Support. New Categories can only be added by GAN Admins.
If you want to know more about how to edit a policy, please read here.