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Managing Policies

The Policy Management module in DeepTraq enables organizations to efficiently manage the full lifecycle of security and compliance policies—from creation to review, grouping, and enforcement.

Managing Existing Policies​

You can manage all created and active policies from the Your Policies section.

Available Actions​

  • View all created, draft, and active policies
  • Edit policy content using the Rich Text Editor
  • Update compliance framework mappings
  • Modify policy metadata (owner, version, review frequency, etc.)
  • Track revision history and version changes
  • Assign or update policy groups
  • Monitor policy status and expiration

Viewing Policy Details​

Click on any policy to access detailed information, including:

Summary Tab​

  • Policy ID and Code
  • Policy Title
  • Owner and Department
  • Keywords
  • Current Status
  • Associated Compliance Standards

Editor Details​

  • Full policy content with formatting
  • Policy structure and sections
  • Preview mode for final review

History Tab​

  • Complete revision history
  • Version changes with timestamps
  • Authors and change descriptions

Comments Tab​

  • Internal collaboration and feedback
  • Reviewer and stakeholder comments

Policy Actions​

Each policy supports the following actions:

  • View – Review policy content and metadata
  • Edit – Modify policy content or mappings
  • More Options
    • Delete policy (based on permissions)
    • Manage group assignment

Policy Groups Management​

Policies can be organized into logical groups to simplify governance and oversight.

Accessing Policy Groups​

Navigate to Policy Management → Groups to view and manage policy groups.

Creating a Policy Group​

  1. Click Create Group
  2. Enter a descriptive group name
  3. Add relevant policies
  4. Save the group

Viewing Grouped Policies​

Selecting a group displays:

  • Group description
  • Group ID
  • Creation details
  • Total policy count
  • List of associated policies

Policy List View (Within Groups)​

ColumnDescription
NamePolicy name with clickable link
StandardAssociated compliance standard
StatusDraft, Active, or Archived
ExpiryPolicy expiration date
ActionsView, Edit, Delete

Policy Review and Maintenance​

  • Track policy review schedules
  • Receive alerts for upcoming reviews or expirations
  • Maintain audit-ready documentation
  • Ensure policies remain aligned with compliance standards

Best Practices for Managing Policies​

  1. Keep policy metadata up to date
  2. Review policies based on defined review frequency
  3. Use version control and revision history effectively
  4. Group policies logically by domain or department
  5. Maintain clear approval and enforcement workflows
  6. Monitor compliance and policy adherence regularly