Policy Management Terminology Guide

This article includes common terms associated with the Policy Management module.


Term	Definition
Attestation	An attestation launched from a published document allows users to acknowledge that they have read a document.
Document	The term used throughout the Policy module and knowledge base articles to generally describe a policy, procedure, or standard. Note: The Documents tab on the policy, procedure, and standard details screen is used to add related documents to the record.
Effective Date	The date in which the document takes effect.
Expiration Date	The date in which the document will expire. A notification is sent to the document owner 30 days prior to the expiration date.
Exceptions	Users can request exceptions for policies, procedures, or standards using the Policy module to help track the entire lifecycle of an exception. The exception captures the rationale, comments, and evidence to support the acceptance or rejection of a document upon request.
Policies	A high-level statement of management intent that formally establishes requirements to guide organizational decisions.
Policy Approver	The business executive that approves all drafts and changes made to a policy.
Policy Owner	The business user responsible for creating and updating a policy.
Procedures	A living document that describes a process and updates based on changes to the organization, technology, and staffing.
Procedure Approver	The business executive that approves all drafts and changes made to a procedure.
Procedure Owner	The business user responsible for creating and updating a procedure.
Stage Approver	The user assigned to approve a specific stage draft or version.
Standards	An objective and quantifiable expectation that formally establishes requirements regarding a process, action, or configuration within an organization.
Standard Approver	The business executive that approves all drafts and changes made to a standard.
Standard Owner	The business user responsible for creating and updating a standard.