Getting Started – Creating Policies

To get started building your policy library, head to the Policies & Controls page under the Compliance & Risk tab.

Once you're on the Policy & Control Management page, click Create Policy in the top right-hand corner to start creating your first policy.

Once you’ve clicked Create Policy, the Create New policy form should open. Fill in the form with the relevant policy details, remembering to include classifications, as this is the only opportunity you’ll have to do so. TIP: Copy and paste straight from a formatted Word document for simple content formatting.

Once you’ve added all relevant details and are satisfied with the formatting, click 'Create Policy' to save your work and add it to the library.

Now that the policy is in the library, we can begin managing it within Pulse. To start, scroll down to the unified policy and Control library and find the policy you’ve just created.

On the left-hand side of the policy card, you should see four buttons. The buttons, from left to right, are Schedule, View Details, Delete, and Expand. The schedule button takes you to the schedule tab for that policy. View Details opens the policy detail panel, where users manage all aspects of the policy. The delete button does as advertised, but don’t worry, you’ll be prompted to confirm your choice before anything happens.

Click View Details, or the I icon, on the policy you just created.

This opens the policy details panel, where users can review basic information about the policy, edit and review policy content, update implementation status, and assign personnel. They can also manage policy governance, map related policies, and view existing mappings. Additionally, users can schedule policy reviews and review the implementation timeline.

Navigate to the Schedule tab in the Policy Panel, set a review date, and assign one of your users. Click Save Review Schedule once you’ve finished.

Congratulations, you’ve just finished creating and managing your first policy in DISPulse. Now you know how to create and manage policies all within DISPulse.

Before you move on, why not head over to the compliance calendar and review the compliance event you just created? If you're still unsure about how to navigate to and use the Compliance Calendar, check out the Compliance Calendar Getting Started guide.

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