Contents
- Pre-conditions
- Overview
Pre-conditions
- System Permission:
- Access to Policy Management module: 'Edit Documents', 'Create Documents', 'Create Templates', 'Report Viewer', ' System Administration', 'Manage Modifications', 'Document Manager'
- The document type's collection is toggled on in the Platform Configuration tab in Admin Panel.
- Reach out to a system administrator if you would like to request that it be shown.
Overview
In Policy Management, you are able to quickly search documents that belong to certain types (policies, procedures, controls, etc...) as they each have their corresponding collection (group of documents) that can be accessed on the dashboard.
Connection Pickers
Document Owners can create data connections between documents of different types (e.g. Policy, Procedure, Controls), and this information can be used in your collection's search results in both of what gets included in it (filter) and how to identify what document(s) are connected (column).
For the filter aspect, you can add the filter Document Type and specify the document type(s) that documents need to meet (any or none specified).
Then, while in Table mode, you can add 1 or more connection picker columns.
More to that, for each connection picker column, such as "Connection: Policy" in the example above, you can specify the fields that are to appear for each connected document.
You can even select a different connection picker column to be part of your initial connection picker column, allowing you to view 2 levels of connections in your table.
All in all, this provides a more comprehensive view of each connected document.
Custom Variations
To customize and save your search parameters and view beyond just the aspect of document types in a personalized variation of any of these document type collections, you can go ahead and create your collection as that allows you to be more flexible and retain any view that you create.