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Documentation Index

Fetch the complete documentation index at: https://help.dsalta.com/llms.txt

Use this file to discover all available pages before exploring further.

The Policies page is where you create and manage all of your organization’s compliance policies. Employees are assigned policies to review and acknowledge, and DSALTA tracks every acknowledgment as audit evidence.

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What policies are for

Compliance frameworks like SOC 2, ISO 27001, and HIPAA require your organization to maintain documented security policies and prove that employees have read and acknowledged them. The Policies module handles both — you store the policy documents here and track who has acknowledged them.

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Viewing your policies

The policy list shows all active policies with the following information:
ColumnDescription
NameTitle of the policy (e.g., “Information Security Policy”)
VersionCurrent version number — increments each time you update the policy
StatusDraft, Published, or Archived
AcknowledgmentHow many employees have acknowledged vs. how many are assigned
OwnerWho is responsible for maintaining this policy
Last UpdatedWhen the policy was last modified
Click any policy to open the detail page where you can view the full policy content, edit it, and see the complete acknowledgment history.

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Creating a new policy

  1. Navigate to Data Library → Policies in the sidebar.
  2. Click + New Policy.
  3. Enter the policy name, assign an owner, and write or paste the policy content using the built-in editor.
  4. DSALTA includes pre-built policy templates for common compliance requirements — select a template to start with industry-standard language, then customize it for your organization.
  5. Click Save as Draft to continue editing later, or Publish to make it available for employee acknowledgment.

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Assigning policies to employees

Once a policy is published, you need to assign it to employees:
  1. Open the policy and click Assign.
  2. Choose whether to assign to specific individuals or entire groups (e.g., “All Employees” or “Engineering”).
  3. Set a due date for acknowledgment.
  4. Click Assign. Employees receive an email notification with a link to review and acknowledge the policy.
When you assign a policy to a group, new members added to that group automatically receive the assignment. This means onboarding is handled automatically — when a new employee joins and is added to the “All Employees” group, they receive all required policies immediately.

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Tracking acknowledgments

The acknowledgment tracker shows the real-time status of who has and has not acknowledged each policy. For each employee, you can see:
  • Whether they have acknowledged the policy
  • When they acknowledged it
  • Whether they are past the due date
Employees who have not acknowledged by the due date are flagged as overdue. You can send reminder emails directly from the policy page.

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Versioning

When you update a policy, DSALTA creates a new version automatically. Previous versions are retained for audit history. If you publish a new version, employees who acknowledged the previous version may need to re-acknowledge — you control whether re-acknowledgment is required for each version update.

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Policy templates

DSALTA includes templates for the most common compliance policies:
  • Information Security Policy
  • Acceptable Use Policy
  • Data Classification Policy
  • Incident Response Plan
  • Business Continuity Plan
  • Access Control Policy
  • Change Management Policy
  • Vendor Management Policy
  • Data Retention Policy
  • Password Policy
Templates are starting points — customize them to match your organization’s specific requirements.