Note: If you would like to edit the policy itself (such as the content or file), go to Edit your policy. These steps are for editing policy details, not the policy itself.
Prerequisite
Select a policy from the Policy Center to view and manage its details.
Overview
Each policy page features a header summarizing the policy's state, providing an at-a-glance view of its status and key details. There are also two tabs: Policy and Version history. This page is also how you will edit details such as renewal dates or policy owners.
Header
At the top, you'll find a summary with the following details:
Name | Description |
Version # | Displays the policy's version number. |
Policy Status | Shows the current status of the policy: Draft, Needs approval, Approved, and Published. |
Creation Date | The date the policy was first created. |
Approval Date | The date the policy was approved. If approval was not required, it shows "No approval required". If there is an approval date, it will be a blank dash. |
Published Date | The date the policy was published and became live, aka available for personnel to acknowledge. If there is an approval date, it will be a blank dash. |
Version History Tab
The Version History tab tracks all past and current versions of the policy, providing transparency and ensuring compliance. The table includes the following information:
Column | Description |
Version | The version number of the policy. |
Explanation of Changes | A summary of the changes made to the policy. If no explanation is provided, it shows "No explanation of changes was added." |
Policy Owners | The names of the policy owners responsible for the policy. |
Approver | The person who approved the policy. |
Creation Date | The date the version was created. |
Approval Date | The date the version was approved. |
Published Date | The date the version was published. |
Download | Includes a download icon to download the policy version as a PDF. |
Edit policy details
Note: If you would like to edit the policy itself (such as the content or file), go to Edit your policy.These steps are for editing policy details only.
Go to the Policy Center and select the policy you want to edit the details for.
Select the Edit button within the Policy Details section.
Name: You can only edit the name if it is a custom policy.
Renewal Date: Set a future date for policy review or acknowledgment. Tasks and tests related to the policy are triggered based on this renewal date.
You cannot proceed with actions like Finalizing Draft, Approving, or Publishing if this field is empty.
For more detailed guidance, refer to the Renewal Date help article.
Owner: Select the policy owner to assign responsibility.
Description: Add or update a description for the policy.
Disclaimer: Add disclaimers that appear in the policy viewer in My Drata for employees to review prior to acknowledgment.
Personnel Groups: Reflects the assigned personnel for all versions of this policy. Updating this may impact control readiness. Choose who needs to acknowledge the policy.
Linked Controls: Controls linked here apply to all versions of the policy.
Replace Drata Policies: Replace any policies created from Drata templates with this custom policy. All versions of this policy will replace the policies listed below.
Select Save to ensure your updates are applied and reflected immediately in Drata.
Additional Fields (View-Only)
These fields provide supplementary information about the policy but cannot be edited:
Frameworks: Displays the frameworks tied to the policy.
Policies Replaced: Shows the number of policies replaced by the current policy.