This article is intended for administrators and policy managers.
What you can set and customize with policy documents
Aptien has a wide range of customization options and you can tailor the basic default settings to your needs and set up your policy information according to your habits. We recommend the following settings on best practice. You can do classification in other ways, but this is the most common way:
- The policies are classified by subject area using categories
- These, among other things, determine how your employees will see the policies on the policy portal
- Additional classification, for example classification of confidentiality, is done using lists defined by you
How do you can divide and classify policies?
Aptien has a wide range of customization options, and you can change the basic default settings to set up a division or classification according to your needs and habits. We recommend that you base your guidelines on the best practices that Aptien contains, based on the experience of its users. You can use the following to divide and classify your policies, workflows and other documents.
- Use the categories (see below) to make basic divisions
- The categories determine, among other things, how your employees will see the guidelines in the guidelines portal
- Additional divisions, such as confidentiality classifications, are made 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
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).
- Public
- Private
- Internal
- Confidential
- Restricted data
The result can be seen in the following picture.
