CrossComply | Policy Management Live-training Session

This 1-hour session is designed to show CrossComply users how to manage policies in CrossComply.

In this session, we'll cover how to create new policies, upload existing policies, edit policies using AuditBoard Sync, use the policy the toolkit, walk through the policy approval workflow, and publish the policy with a certificate of review.

Who should take this session?

This session is designed for users who are responsible for managing policies in CrossComply. This person may be in the Team Member role and on the XC - Manager and/or XC - Admin team. 

Duration:

1 hour

Learning Objectives:

• Navigate all policies
• Create or import a new policy
• Edit a policy using AuditBoard Sync and the Microsoft Add-In
• Use the policy toolkit
• Learn the policy approval workflow
• Publish a review policy
• Download a PDF that includes a certificate of review

DISCLAIMER: You may not be able to perform all of the actions shown or see all of the same data fields and user interface elements shown in this webinar. This webinar covers the full extent of AuditBoard workflows. Feature availability and user capabilities within AuditBoard depend on your organization's product subscriptions, configuration, and permission settings and may not reflect the more standardized interface and roles shown in this webinar. If you have any questions about your role or the configuration of your AuditBoard environment, please reach out to your organization's Platform Administrator.