Source: https://atomic-works-test.docs-staging.pageloop.ai/policies/dashboard-actions/readme

# README

# 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**

ActionDescriptionCreateAdd new policies, procedures, and documents using templates, built-in editors, uploads, or syncs from Confluence or SharePoint.ManageEdit, version, disable, and review the lifecycle of existing documents. Assign reviewers and track version history.ReviewEnable collaborative comments and feedback using the reviewer workflow. Approvers can finalise and publish documents.MapLink documents to compliance controls for audit evidence and framework alignment. Use manual or AI-assisted mapping.AcknowledgeSend requests for staff acknowledgement and track completion across teams. Supports onboarding and periodic use cases.MonitorSet up recurring checks tied to policy tasks and track their health over time using the Monitoring tab.

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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