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Policy Management ​

What this is ​

Policies are living documents. They start as drafts, go through an approval process, and are published to the organisation. When the renewal period expires, the cycle starts again with a new draft — keeping every policy current and every decision recorded.

Where in Modulos ​

  • Sidebar → Policy Center → Policy Management to see all policies, filter by status, and open a policy
  • Policy detail to view the published content, open a draft, manage ownership, and review version history

Who can do what ​

  • Members with Policy read access can view published policies and their history.
  • Members with Policy create access can create new policies and open drafts.
  • Members with Policy edit access can edit draft content, assign owners, and manage policy status (archive / restore).
  • Policy Managers (organisation role) approve and reject policy versions for publication. :::
Policy Management list view showing policies with status badges, owner, version number, and filter controls.
The Policy Management list. Filter by status, search by name or unique code, and create new policies from here.
  1. 1
    Status filter
    Filter the list to All Active, Draft, Published, Need Approval, Approved, or Archived.
  2. 2
    Search
    Search by policy name or unique code (e.g. P-003).
  3. 3
    Create policy
    Opens the create dialog to name the policy and optionally assign an owner.
  4. 4
    Unique code
    Auto-generated per organisation. Use this code to reference the policy in controls or documents.
  5. 5
    Status badge
    Shows the combined status of the policy and its current draft version.

How it works ​

Unique codes ​

Every policy receives a sequential code (P-001, P-002, …) automatically when it is created. Codes are unique within your organisation and do not change when a policy is renamed, making them safe to reference in controls, tickets, or external documents.

Ownership ​

Each policy has one assigned owner. The owner is responsible for keeping the policy current and is the person who can:

  • open new draft versions
  • archive or restore the policy
  • change the owner assignment to another member

Ownership can be changed at any time from the policy detail view by anyone with edit access.

Search and filter ​

The Policy Management table supports:

  • Free-text search by policy name or unique code
  • Status filter: All Active, Draft, Published, Need Approval, Approved, Archived
  • Sortable columns: name, status, unique code, version number, created date, approved date, published date

Policy status ​

A policy has its own top-level status that reflects whether it has ever been published:

StatusMeaning
UnpublishedCreated but no version has been published yet
PublishedAt least one version has been published
ArchivedRemoved from the active policy set; can be restored
Policy detail view showing policy name, status, owner assignment, tabs for policy content, comments, and version history.
The policy detail view for a published policy. Switch between tabs to view content, add comments, or browse version history.
  1. 1
    Status and owner
    Current policy status and owner assignment. Owners with edit access can reassign the policy here.
  2. 2
    Tabs
    Policy shows published content. Comments & Logs shows discussion and audit trail. Version History shows all published versions.
  3. 3
    Action buttons
    Archive or restore the policy, or open a draft to begin a new version.

How to use it ​

1

Create a policy

Click Create policy, give it a name, and optionally assign an owner. The policy is created with an initial draft version.

2

Assign an owner

From the policy detail, set or change the owner — the person accountable for keeping this policy current.

3

Edit the draft

Open the draft version and write the policy content using the rich-text editor. Give it a version name.

4

Request approval

When the draft is ready, click Ask for Approval. Policy Managers are notified to review it.

5

Publish

Once approved, click Publish. The draft becomes the current published version and a version number is assigned.

6

Set a renewal period

At publish time, choose a renewal period (3, 6, or 12 months). You will be notified when the policy is due for review.

Policy Center

Roles, purpose, and how Policy Center relates to project governance

Lifecycle & Approvals

The full status workflow, approval steps, archival, and renewal

Controls

Project-level controls that can reference and operationalise policies