Displaying selected objects for working copies
Use this task to show the list of objects found using the condition on the main data form.
To show a list of the objects found
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In the Manager, select the Company policies > Policies > Working copies of policies category.
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Select the company policy in the result list.
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Select the Change main data task.
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Select the Show selected objects task.
This shows the Result tab on the main data form, which displays a list of objects found through the database query.
Related topics
Maintaining exception approvers for working copies
Use this task to maintain exception approvers for the selected company policy. You can assign employees to the application role for exception approvers on the main data form and remove them from it.
NOTE: Changes apply to all the company policies assigned to this application role.
To authorize employees as exception approvers
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In the Manager, select the Company policies > Policies > Working copies of policies category.
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Select the working copy in the result list.
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Select the Maintain exception approvers task.
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In the Add assignments pane, add employees.
TIP: In the Remove assignments pane, you can remove assigned employees.
To remove an assignment
- Save the changes.
Related topics
Maintaining policy supervisors for working copies
Use this task to maintain policy supervisors for the selected company policy. You can assign employees to the application role for policy supervisors on the main data form and remove them from it.
NOTE: Changes apply to all the company policies assigned to this application role.
To authorize employees as policy supervisors
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In the Manager, select the Company policies > Policies > Working copies of policies category.
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Select the working copy in the result list.
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Select the Maintain supervisors task.
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In the Add assignments pane, add employees.
TIP: In the Remove assignments pane, you can remove assigned employees.
To remove an assignment
- Save the changes.
Related topics
Assigning compliance frameworks to company policies
Use this task to specify which compliance frameworks are relevant for the selected company policy. Compliance frameworks are used to classify company policies according to regulatory requirements.
To assign compliance frameworks to a company policy
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In the Manager, select the Company policies > Policies > Working copies of policies category.
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Select the working copy in the result list.
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Select the Assign compliance frameworks task.
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In the Add assignments pane, assign the compliance frameworks.
TIP: In the Remove assignments pane, you can remove compliance framework assignments.
To remove an assignment
- Save the changes.