# Dashboard Actions

Perform key actions to create, manage, review, and monitor your organisation’s policies from a single unified dashboard.

The **Dashboard Actions** section in the Policies module brings together all the tools required to keep your documentation up to date, review-ready, and audit-compliant. Whether you’re drafting a new policy, mapping controls, sending acknowledgement requests, or setting up recurring checks, this is where all operational actions begin.

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### **What you can do from the dashboard**

<table><thead><tr><th width="130.1875">Action</th><th>Description</th></tr></thead><tbody><tr><td><strong>Create</strong></td><td>Add new policies, procedures, and documents using templates, built-in editors, uploads, or syncs from Confluence or SharePoint.</td></tr><tr><td><strong>Manage</strong></td><td>Edit, version, disable, and review the lifecycle of existing documents. Assign reviewers and track version history.</td></tr><tr><td><strong>Review</strong></td><td>Enable collaborative comments and feedback using the reviewer workflow. Approvers can finalise and publish documents.</td></tr><tr><td><strong>Map</strong></td><td>Link documents to compliance controls for audit evidence and framework alignment. Use manual or AI-assisted mapping.</td></tr><tr><td><strong>Acknowledge</strong></td><td>Send requests for staff acknowledgement and track completion across teams. Supports onboarding and periodic use cases.</td></tr><tr><td><strong>Monitor</strong></td><td>Set up recurring checks tied to policy tasks and track their health over time using the Monitoring tab.</td></tr></tbody></table>

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### **When to use dashboard actions**

Use these actions during:

* Initial framework setup and policy rollout
* Quarterly or annual policy reviews
* Staff onboarding and compliance training
* Pre-audit evidence preparation