Policy Documents

HOW TO WORK WITH MASTER POLICES

Narmada comes out of the box with set of master policies that can be deployed to all clients and automatically kept updated by leveraging system variables.

You can review Master Policies or create your own Master Policy here.

NOTE: Make sure you are at the Account level, not client level while you are working on the Master Policies.

Once you have your Master Policies created you can copy them to individual clients.

HOW TO WORK WITH CLIENT POLICES

Then switch to a Client in client menu to see their own policies list

You can create multiple policy document sets depending on your needs.

HOW TO WORK WITH VARIABLES

You can use system variable and create custom variables (under QBR controls) and insert them into a policy to generate dynamic and up to date policy.

HOW TO LINK QUESTIONS TO POLICIES

You can link questions to policies to satisfy compliance requirements

Navigate to the QBR Audit section -> select the question -> Go to LINK option on the menu -> Select POLICY and select the policy.

You will then see all linked policies in the LINKED ITEMS section at the bottom