Navigation Basics

Main layout

• Sidebar: primary navigation across modules
• Header: page context and user menu
• Page header: page title, filters, and primary actions

Common navigation items

• My Policies / Policies to Acknowledge
• Policies (admin/author list)
• Approvals
• Templates
• Reports
• Exports
• Audit Logs
• Business Units
• Users and Imports

Tips

• Use search and filters to reduce large lists.
• Open a policy from any list to view details and actions.