Policy Ownership & Governance
A policy owner is responsible for keeping the document accurate and arranging its review. Review ownership when people leave or their responsibilities change.
1. Review current ownership
Open Policy Ownership from the Compliance section of the sidebar. The page provides ownership, transfer and unowned-policy views according to your access. Use it to identify policies that need a responsible owner.
2. Transfer a policy
With the required permission, choose Transfer Ownership on the Policy Ownership page. Select the policy and New Owner, provide a reason, and review any temporary-transfer or backup-owner options you need. Confirm with Transfer Ownership and check the result.
This changes responsibility for the selected policy. It does not transfer ownership of the organisation account.
3. Agree the owner's responsibilities
- Check that the policy describes the organisation's actual processes.
- Coordinate subject-expert input and the appropriate review.
- Update the document when the underlying process changes.
- Make sure the reviewed version reaches the intended audience.
4. Follow policy reviews
Open Policy Lifecycle to review the lifecycle information available for your policies. The Calendar provides the scheduled events available to your account. Use the policy's own available controls for edits and review actions.
If you cannot transfer a policy or manage its review, ask your workspace administrator to check your permissions. Before offboarding a colleague, identify their policies and agree replacement owners.
Still need help?
Email our support team at support@policy-suite.com — we typically respond within 24 hours.