Create/Update a Policy
A Policy is the written guidelines your company communicates to its employees about how they execute security strategy.
To create a Policy:
- On the CSM Desktop Client or CSM Browser Client toolbar, select .
- Provide a description and details.
- Select the assigned team, owner, and business owner.
- Select the Next: Assigned link under Status.
- When the assignees are ready to begin work on the Policy, select the Next: In Progress link under Status.
- Select the projected start and end dates.
Follow these steps to continue creating a Policy, or to update an existing Policy:
- (Optional) Use the ISMS Participants tab in the form arrangement to add additional participants.
- Link to applicable Controls in the ISMS Controls tab. You can also link a Policy to a Control from the Control record.
- Link any other record types that are applicable in their respective tabs.
- In the
Overview tab, provide the following Policy
details:
- Once all fields are completed, select the Next: Active link under Status.