In vCIOToolbox, any policy or policies can be added to the customer for use in their organization. Policies can be edited, approved, and electronically signed as well as tracked for program compliance.
In this article we are going to review how to add a policy, or policies, to a customer for access and customization.
1. Navigate to the GRC Module > Customers > [CUSTOMER NAME] and select the customer you wish to add policies.
2. Choose your desired customer and navigate to assessments.
3. you will see the Document menu item in the customer menu line. Click that to enter the evidence caddy and then select Policy.
4. Click Add Policy to open the Global Template Library.
5. Choose the Policy(s) you want to add for the customer and click Save.
6. The policies are now ready for use within the system.
If you have any questions or require additional service, please email support@vciotoolbox.com.