Create an authority document

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Authority documents manage a process and citations are created within them to manage points of the process. For example, the process called Building Security contains a citation for Entry Control.

    Before you begin

    Role required: sn_compliance_admin or sn_compliance_manager

    Procedure

    1. Navigate to Policy and Compliance > Compliance > Authority Documents.
    2. Click New.
    3. On the form, fill in the fields.
      Table 1. Authority Document
      Field Value
      Name Name of the document.
      Number Read-only field that is automatically populated with a unique identification number.
      Source A non-editable field with the source of the policy. For example, if the statement is from the UCF import, the source is UCF.
      Source ID The unique identification number used by the source to catalog this authority document.
      Version The unique version number used by the source to identify this authority document.
      Common name Abbreviated version of the Name field.
      Category Category for this authority document.
      Type The document type:
      • Audit Guideline
      • Best Practice Guideline
      • Bill or Act
      • Contractual Obligation
      • International or National Standard
      • Not Set
      • Organizational Directive
      • Regulation of Statute
      • Safe Harbor
      • Self-Regulatory Body Requirement
      • Vendor Documentation
      Valid From The date and time for which the policy becomes valid.
      Valid To The date and time for which the policy is no longer valid.
      Url The URL of the stored authority document.
      Description More information about the authority document.
    4. Right-click in the header bar and select Save from the context menu.
      The authority document is created and all related lists are visible.
      Note:
      Starting with Version 13.0.3 of the Policy and Compliance Management application, a Taxonomy related list appears. This related list allows you to update an existing taxonomy or map a new taxonomy to the authority document.

    What to do next

    Create a citation from the Authority document related list.