About the policies management view

The policies management view lets you manage the policies in the Control Compliance Suite. The policies management view displays a hierarchical tree structure of all policies. The policies management view lets you view the attributes of a selected policy or filter the displayed policies.

You can access the policies management view from Manage > Policies.

The policies management view contains the following panes:

Tree pane	This pane appears on the left side of the console window under the navigation bar. This pane displays a hierarchical, folder-based structure of the policies that are stored in the CCS directory.
Filter by pane	This pane appears in the lower left side of the console window under the tree pane. You can specify filters in this pane so that only the required policies are displayed in the table pane.
Table pane	The table pane appears in the right side of the console window under the task bar. This pane displays the policies.
Details pane	The details pane appears in the lower-right side of the console window under the table pane. This pane displays the details of the policy that is selected in the details pane.

You can perform the following tasks from the policies management view:

Create a new policy.
Import a Microsoft Word document as the basis for a new policy.
View the details of an existing policy.
Edit a policy.
Copy a policy.
Move a policy.
Rename a policy.
Delete a policy.
Submit a policy for review.
Approve a policy.
Publish a policy.
Unpublish a policy.

The details pane of the policies management view lets you review and edit policies.

The details pane includes the following tabs:

General	The General tab includes the policy name, version, author, status, review by date, expiration date, priority level, and rationale.
Content	The Content tab contains the text of the policy. You can use formatting tools to edit the policy or edit the policy with HTML tags. You can also preview how the policy appears in a Web browser.
Statements	The Statements tab displays any control statements that are mapped to the policy. Control statements are mapped to the policy in the Content Studio tool. See About Content Studio.
Audience	The Audience tab lists the users assigned the Guest User role in Control Compliance Suite that have permissions to the policy.
Approvers	The Approvers tab lists the users who are assigned the Policy Approver role who also have permission to this policy. A policy must have at least one assigned approver. If no approver is assigned, the policy can never be set to "In Review." Only approved policies can be published.
Reviewers	The Reviewers tab lists the users who are assigned to the Policy Reviewer role who also have permission to this policy. A policy must have at least one assigned reviewer. If no reviewer is assigned, the policy can never be set to "In Review."
Reviewer Comments	The Reviewer Comments tab lets reviewers review the policy and create comments or change requests for the policy.
Clarifications	The Clarifications tab lets you review and respond to clarification requests for the policy by an audience member. The Clarifications tab lists all the clarification requests that are submitted by the end users. By default, the requests are grouped based on status: Open or Closed. Use the sort, group, or filter feature to quickly access a specific policy clarification.
Tags	The Tags tab lets you review the tags that are assigned to the policy. You can also add tags to the policy and remove tags from the policy using this tab.
Exceptions	The Exceptions tab lists any exceptions that are granted to this policy. Use the Exceptions Management view to manage these exceptions.

Note:

Only a user assigned to the CCS Administrator role can assign roles and permissions.