How to Classify Policy Documents?

This article is intended for administrators and policy managers.

How to Set Up and Customize Policy Documents for Your Business?

Aptien provides flexible customization options that let you tailor the default settings to meet your company’s specific needs and organize your policy documents in the most effective way. Here are some best practices to consider. While there are various ways to organize policies, the following approach is the most widely used:

• Group policies by subject area using clear, specific categories
• Use these categories to control how employees access and view policies through the policy portal
• Set up additional classifications, like confidentiality levels, using custom lists you create

How Can you organize and classify company policies?

Aptien offers a wide range of customization options, allowing you to modify the default settings to organize and classify your policies based on your company’s needs and preferences. We recommend using the best practices built into Aptien, drawn from the experience of its users. You can use the following methods to categorize and organize your policies, workflows, and other documents. 

• Use the categories (outlined below) to create primary divisions
  
• Categories influence how your employees access and view policies in the guidelines portal
  
• Additional classifications, such as confidentiality levels, can be managed using Lists that you define

Other classification

If the basic division is not enough for you and you need to supplement it, use either the lists defined by you (the document is then classified to only one value) or you can also use tags

• You make the classification using a LIST
• You can also use tags to classify or sort documents
  

Example of classification of policies by confidentiality

You can set the classification of the document using the LIST type detail, most often they are divided into 4 or 5 types. You create a detail of the LIST type, for which you set the values as follows (or use a different scale according to your methodology).

1. Public 
   
2. Private
3. Internal 
4. Confidential
5. Restricted data

The result can be seen in the following picture.