Using Policy Manager

If you are using Third-Party Manager via the HighBond Platform, select Using Policy Manager in the HighBond Online Help.

Policy Manager consolidates document management activities to simplify and ensure adherence. Use Policy Manager to:

  • Author, track, and manage documents centrally and map them to regulatory standards, risk frameworks, and business objectives.

  • Keep documents up to date.

  • Automate the review and approval process across departments.

  • Ensure that all documents are read and understood, including attestations.

  • Offer an audit-friendly document management compliance program.

These software modules work together:

  • Policy Make (labeled as Policy Manager): Users create, maintain, and review document content. Administrators control users, security, and set up system configurations. See Working with Policy Manager .

  • Policy Portal: Consumers can locate, view, and download documents. The audience may include employees, vendors, or outside parties. Some documents may be accessed without logging in and others can require the user to log in. See Using Policy Portal.

Where can you use Policy Manager?

Use Policy Manager to control documents, ensure employee comprehension, and reduce risk exposure in the following ways.

Control your policies

  • Configure document workflows.

  • Draft documents in an outline view using a Word-like editor, reusing elements like templates, components, and widgets.

  • As an assigned owner, receive automatic notifications before and during the review cycle, including iterative review steps.

  • Add personal to-dos at various stages of the document workflow.

  • View revision history, or compare any two revisions to one another.

Ensure employee comprehension

  • Run searches to quickly find the appropriate document-based on tags.

  • Identify how often documents are accessed.

  • Automatically send document updates to target audiences and, optionally, receive attestation that policies are understood.

  • Use flexible document organization.

  • Quickly access the most-viewed policies.

Reducing your risk exposure

  • Access all actions and compliance steps, which are automatically recorded for audit protection.

  • Itemize and track each policy, procedure, or step required by government or industry regulation on the Regulations page.

  • Identify document ownership.

  • Configure automated notifications and overdue reminders.

Supported languages

The user interface supports English and Spanish. It defaults to English unless Spanish is the language in the user's profile. Administrator's user interface defaults to English.

Translated versions of documents in Policy Manager can be made available. The language displayed is based on the language set in the user's profile. If a document translation that matches the user's profile is not available, the document defaults to English.

Out-of-the box Policy Manager allows for the following languages:

Cambodian (Khmer), Canadian French, Chinese (Simplified), Chinese (Traditional), Croatian, Czech, Danish, Dutch, English, Estonian, Finnish, French, German, Hindi, Hungarian, Indonesian, Italian, Japanese, Korean, Latvian, Malay, Marathi, Myanmar (Burmese), Norwegian, Polish, Portuguese, Russian, Slovenian, Spanish, Swedish, Tagalog, Thai, Ukranian, and Vietnamese.