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Adding policies and procedures

Learn how to add and configure policies and procedures

Corterum Team avatar
Written by Corterum Team
Updated over a year ago

Adding a policy or procedure

To add Consumer Duty policies and procedures, follow these steps:

  1. Click on WORKBENCH and click CONSUMER DUTY

  2. Click on Policies & Procedures

  3. Click on the blue (+) button

  4. Enter a name for the policy/procedure (this can be amended later)

  5. Use the date pickers to select the publication date and the date of the next review

  6. Use the Accountable Executive(s) dropdown menu to select any individuals who are responsible for enforcing the policy/procedure

  7. Use the Related Product(s) dropdown menu to link the policy/procedure to any relevant products

  8. Enter any additional information that may support the policy/procedure

  9. Optionally, you can upload any documents necessary to support the policy/procedure

  10. When you're happy with your work, click SAVE

Editing a policy or procedure

You can access and edit a policy or procedure by following these steps:

  1. Click the three blue dots on the right side of a policy/procedure

  2. Click OPEN

  3. You can then edit any aspect of the policy/procedure

  4. When you're happy with the changes, click SAVE

Deleting a policy or procedure

  1. Click the three blue dots on the right side of a policy/procedure

  2. Click DELETE

  3. You'll then be given a confirmation screen which will warn you that deleting a policy/procedure cannot be undone

  4. If you'd still like to continue with the deletion, click CONFIRM DELETE

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