--- title: Policies Overview description: Manage, adopt, draft, and publish policies in The Guard. Learn how to use templates, upload custom documents, configure attestations, and track compliance progress. --- [Skip to content](https://knowledge.compliancygroup.com/home/a/solutions/articles/48001246903#main-content) English - United States Show submenu for translations [Submit a Ticket](https://knowledge.compliancygroup.com/home/kb-tickets/new?hsLang=en-us) [Go To Customer Portal](https://help.compliancygroup.com/home?hsLang=en-us) ![Compliancy Group](https://knowledge.compliancygroup.com/hs-fs/hubfs/Compliancy%20Group%20Logo%20Full%20RBG-sized.png?width=300&height=54&name=Compliancy%20Group%20Logo%20Full%20RBG-sized.png) Open main navigation Close main navigation - English - United States Show submenu for translations - [Submit a Ticket](https://knowledge.compliancygroup.com/home/kb-tickets/new) - [Go To Customer Portal](https://help.compliancygroup.com/home) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://knowledge.compliancygroup.com/home?hsLang=en-us) 2. [Workforce](https://knowledge.compliancygroup.com/home/workforce?hsLang=en-us) 3. [Policies](https://knowledge.compliancygroup.com/home/workforce?hsLang=en-us#policies) # Policies Overview Policies   The Policies module provides a way for Organizations to Adopt and/or Draft Policies & Procedures within The Guard. Compliancy Group provides a Library of Policy and Procedure templates, which can be adopted, revised or used as a reference for establishing appropriate policy and procedures.     The following video provides an overview of the Policies tool within the Guard, designed to help organizations create, manage, and track compliance policies. It walks through options for both new users starting from scratch and those importing existing policies, including the use of built-in policy templates and bulk uploads. The video also explains how to customize procedures, assign policy ownership, schedule reviews, track version history, and distribute policies to employees. Additionally, it covers how to require attestations, automate assignments for new hires, and monitor completion to help ensure ongoing compliance and accountability across your organization.     Accessing the module will also display graphs presented for both Policies and Active Attestation Progress.    ![](https://knowledge.compliancygroup.com/hubfs/Knowledge%20Base%20Import/1fnKJsbV2vTuZckWkT47dgywNW5Dxi3xOA-1.png) --- **TABLE OF CONTENTS** - [General Overview](https://knowledge.compliancygroup.com/home/a/solutions/articles/48001246903#General-Overview) - [Publishing](https://knowledge.compliancygroup.com/home/a/solutions/articles/48001246903#Publishing) - [Editing](https://knowledge.compliancygroup.com/home/a/solutions/articles/48001246903#Editing) - [Archived Policies](https://knowledge.compliancygroup.com/home/a/solutions/articles/48001246903#Archived-Policies) - [Related Knowledge Base Articles](https://knowledge.compliancygroup.com/home/a/solutions/articles/48001246903#Related-Knowledge-Base-Articles) --- **General Overview**   **![](https://knowledge.compliancygroup.com/hubfs/Knowledge%20Base%20Import/35WfmeYVQleBogEEAQFdOqECOXBacdkk-w-1.png)**   - Policies Graph – Displays the Total number of Policies that have been *Published,* in *Drafts*, and *Adopted* - Active Attestation Progress – This graph summarizes Active Attestation Progress across all Adopted Policies and Employees enrolled in Attestation. To view Attestation Progress for related Policies, please use the *View Attestation* option available to all Policies that have Attestation set up.   The **Add New** button at the top-right of the page, will allow an Organization to select **Browse Templates** , **Upload a File** or **Create Blank Policy**: ![](https://knowledge.compliancygroup.com/hubfs/Knowledge%20Base%20Import/9FN9o4NbhxSAsLsP5q_hw8C2v9NIYZuESQ-1.png)   - **Browse Templates -** Allows the Organization to browse and select any available Policy Templates available within The Guard. Every Template can be *Previewed* before being selected and may also be opened, edited, and saved to a **Draft or Activated** right away. ![](https://knowledge.compliancygroup.com/hubfs/Knowledge%20Base%20Import/SEH_o_Txa9zLqLh7Ab8WTzwazXVgdqo_Tg-1.png)   - **Upload a File -** Allows the Organization to upload its own Policies / Documents using the policy uploader. **IMPORTANT NOTE**: The Uploader supports documents in PDF (.pdf), Word (.doc/.docx), and Text (.txt) formats, with a maximum file size limit of **50 MB**. **For additional details on how the Upload Feature works, please review this article:**   ![](https://knowledge.compliancygroup.com/hubfs/Knowledge%20Base%20Import/ZraLrn3vnxQWaElUon_Ktt8PoiHzyZJBCg-1.png) - **Create Blank Policy -** Allows the Organization to create its own Policy using the built-in Editor. Note: The Editor offers basic markup and text formatting and may not allow for advanced formatting or image uploads. ![](https://knowledge.compliancygroup.com/hubfs/Knowledge%20Base%20Import/-VSGxlMVd1J_yc1P2T5iDDquyURy-Emkdg-1.png) ![](https://knowledge.compliancygroup.com/hubfs/Knowledge%20Base%20Import/hYBYiPP3aHTIgACpuKn4kqVN_O1lhDClVg-1.png)   --- The **Adopted Documents** tab will reflect all **Adopted** Policies: ![](https://knowledge.compliancygroup.com/hubfs/Knowledge%20Base%20Import/gmbkxe5jLqgYjzK6XNUYVov4cwbUUz0x3A-1.png) - Activated Policies that have *Attestation Settings Configured* will display the status of Attestation via the Progress Bar below the Policy **Name** - **Tags:** Any added tags to help categorize the document will be displayed - The **Portal** column will indicate whether or not a Policy has been **Published** to the Employee Portal The **Drafts** tab will reflect all **Draft** Policies. Draft Policies can be edited at any time, downloaded, adopted, or archived.  --- ``` For specific guidance on setting up Policies for Attestation, please see the Policies & Procedures - How to Assign for Attestation Knowledge Base Article. ``` --- **Publishing** Activated Policies can be ***Published*** to all Employees' Employee Portal. ![](https://knowledge.compliancygroup.com/hubfs/Knowledge%20Base%20Import/st64nq_faiZGJrM3nis-tWB_VBeNnvi_QA-1.png) To publish an Activated Policy and make it available in the Employee Portal under *Company Policies* tab: 1. Navigate to **Policies** 2. Locate the *Activated* Policy you wish to publish and select the **Ellipses Button (. . .)** on the right-hand side of the row 3. Select **Publish to Portal** 4. An Icon will appear in the "**On Portal**" column of the Policies table   Alternatively, the Policy can be published from within the Policy itself, via the option shown below: ![](https://knowledge.compliancygroup.com/hubfs/Knowledge%20Base%20Import/KyoimeDr-opyewpAFhnauwG-AV4_kd2DJg.png)   **Policies can be unpublished after being published to the Employee Portal; simply repeat steps above and successfully unpublish the policy.** --- **Editing** **Adopted Policies can be Edited -** After a Policy/Procedure has been Adopted, it *can* be edited at any time. To edit an existing Policy/Procedure: 1. Navigate to **Policies \> Adopted** 2. Select the Adopted Policy that needs to be Edited - This will open the policy view 3. **Double-Click** anywhere on the Policy or select Edit Policy 4. **IF a Policy/Procedure has already been set up for *Attestation*** - Changes can be made to the document, then **Save Changes** can be selected. Upon saving the changes, a prompt will appear and provide 2 options regarding re-attestation for Employees assigned to the Policy: 1. **Yes, ask employees to re-attest this policy** - *Edits to this policy include one or more major changes such as added or changed responsibilities.* 2. **No, don't ask employees to re-attest this policy** - *Only minor edits have been made, such as fixing typos*. ![](https://knowledge.compliancygroup.com/hubfs/Knowledge%20Base%20Import/X5e-oNzcBW6qwJTCFFSq7hQVDj_iKzUQpg-1.png) Selecting **Yes** here will notify all assigned Employees that they need to re-attest the updated Policy/Procedure.  --- Additional Options - Ellipses Button (. . .) Navigating to the Adopted tab, then selecting the **Ellipses Button (. . .)** on the right side of the row will display additional options: ![](https://knowledge.compliancygroup.com/hubfs/Knowledge%20Base%20Import/vbK6RAaQVmtSzd5Kf--2B_prRxDIgdUNKQ-1.png) - Open – Opens the Document - **Edit Attestation -** Displays Window allowing for editing of Attestation Enrollment Criteria - **View Attestation -** Displays a Windows reflecting current Attestation Progress - **Note:** This option is only available when a Policy has been set up for Attestation. - **Publish/Unpublish to Portal -** Allows for Publishing/Unpublishing (as described above) in a quick way without having to *Open* the policy - *The UI will change "Publish to Portal" to "Unpublish from Portal" automatically* - View Document History – Displays Change Log for document - Download PDF – Downloads a PDF version of the document - **Print PDF** - Allows for PDF Print in browser - Assign Owner – Assigns an Owner to this document - Archive – Archives the document --- Archived Policies   To Archive an Activated Policy / Document: 1. Navigate to **Policies \> Adopted** 2. Locate the Document that needs to be Archived 3. Select the **Ellipses Button (. . .)** on the right-hand side of the row, then select **Archive** - **NOTE**: *Confirmation must be provided as Archived Policies/Procedures **cannot** be restored; but they can be accessed, reviewed, downloaded after archiving.* 4. Confirm on the prompt and the Document will be archived Policies that have been Archived can be viewed via the Options dropdown at the top-right of the Policies Module. Selecting the Options dropdown will display an option to View Archives. This page will display any archived policies. Currently, a Policy that has been archived CANNOT be “unarchived” – be absolutely sure you wish to Archive a policy. --- Related Knowledge Base Articles - **[Policy and Procedures - Adoption Process](https://knowledge.compliancygroup.com/home/support/solutions/articles/48001247501-policies-activating-a-policy?hsLang=en-us)** - **[Policies & Procedures - How to Assign for Attestation](https://knowledge.compliancygroup.com/home/support/solutions/articles/48001247504-policies-how-to-assign-for-attestation?hsLang=en-us)** - **[How To Attest to Policies & Procedures](https://knowledge.compliancygroup.com/home/support/solutions/articles/48001247503-how-to-attest-to-policies?hsLang=en-us)** - [Getting started](https://knowledge.compliancygroup.com/home/getting-started?hsLang=en-us#main-content) - [Onboarding](https://knowledge.compliancygroup.com/home/getting-started?hsLang=en-us#onboarding) - [Product Overviews](https://knowledge.compliancygroup.com/home/getting-started?hsLang=en-us#product-overviews) - [Workforce](https://knowledge.compliancygroup.com/home/workforce?hsLang=en-us#main-content) - [Policies](https://knowledge.compliancygroup.com/home/workforce?hsLang=en-us#policies) - [Settings Module](https://knowledge.compliancygroup.com/home/workforce?hsLang=en-us#settings-module) - [3rd Party Risk](https://knowledge.compliancygroup.com/home/3rd-party-risk?hsLang=en-us) - [Incident Management](https://knowledge.compliancygroup.com/home/incident-management?hsLang=en-us) - [Risks & Assessments](https://knowledge.compliancygroup.com/home/risks-assessments?hsLang=en-us) - [Healthcare Compliance](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#main-content) - [Privacy](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#privacy) - [Data Security](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#data-security) - [OSHA Workplace Safety](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#osha-workplace-safety) - [Clinical & Quality](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#clinical-quality) - [State Requirements](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#state-requirements) - [Fraud, Waste & Abuse](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#fraud-waste-abuse) - [Compliance Operations](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#compliance-operations) - [Legacy Guard Features](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#main-content) - [Admin - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#admin-legacy) - [Assets - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#assets-legacy) - [Documents - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#documents-legacy) - [Incidents - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#incidents-legacy) - [My Documents - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#my-documents-legacy) - [My Tasks - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#my-tasks-legacy) - [People - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#people-legacy) - [Programs - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#programs-legacy) - [Reports - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#reports-legacy) - [The Dashboard - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#the-dashboard-legacy) - [Training - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#training-legacy) - [Vendors - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#vendors-legacy) - [Account & Billing](https://knowledge.compliancygroup.com/home/account-billing?hsLang=en-us) - [The Guard Support](https://knowledge.compliancygroup.com/home/the-guard-support?hsLang=en-us#main-content) - [P&P Drafts](https://knowledge.compliancygroup.com/home/the-guard-support?hsLang=en-us#pp-drafts) - [Settings](https://knowledge.compliancygroup.com/home/the-guard-support?hsLang=en-us#settings) [![compliancy-group-logo-white](https://knowledge.compliancygroup.com/hs-fs/hubfs/compliancy-group-logo-white.png?width=200&height=37&name=compliancy-group-logo-white.png "compliancy-group-logo-white")](http://compliancy-group.com) Contact Us - [support@compliancygroup.com](mailto:support@compliancygroup.com) Copyright © 2026, Compliancy Group LLC Cookie Settings