Policies
Troubleshooting & FAQ
Policy questions are mostly about the approval lock: approved policies are read-only, which is what makes their status and version history trustworthy. The rest covers empty overviews, PDF downloads, changelogs, and links inside policy documents.
Frequently asked questions
Why don't I see any policies in my overview?
This is almost always a missing control link or the Out of scope tab, not a real access problem.
Possible causes:
- Your policies are not yet linked to controls
- Policies are in the "Out of scope" tab
- You don't have access rights for these policies
Solution:
- Check the Out of scope tab - Click "Out of scope" at the top of the overview
- Link policies to controls - Go to the Controls section and link policy-tests
- Check your permissions - Ask your administrator for access
New environments without a licence for policy templates start with all policies in the "Out of scope" tab. These must be activated by linking them to controls.
Can't I edit an approved policy anymore?
This is normal behaviour. Approved policies are read-only to ensure compliance.
Solution:
- Click "Create new draft" in the approved policy
- Tidal automatically creates a new draft with the same content
- Edit the draft as desired
- Approve the new version when ready
The old approved version remains available until you approve the new draft. This keeps your compliance intact during editing.
Where do I find my downloaded policy PDF?
Every PDF export includes the full document, its approval metadata, and a version table on the last page.
PDF downloads contain:
- The complete policy document
- Metadata header with approval information
- Version table as last page
Finding your download:
- Check your Downloads folder - Default location in most browsers
- Filename format - Usually:
PolicyName_Version_Date.pdf - Browser download history - Ctrl+J (Chrome) or Ctrl+Shift+Y (Firefox)
PDF downloads contain automatically generated metadata and version history. You don't need to add these manually to your document.
Common problems
Policy status is incorrect
This is usually a stale browser cache rather than the status actually being wrong.
Symptoms:
- Policy shows "Draft" but should be "Approved"
- Status doesn't update after approval
- Test results don't match policy status
Possible causes:
- Browser cache - Old information is displayed
- Simultaneous editing - Multiple users editing at the same time
- Synchronization delay - Status update is still in progress
Solutions:
- Refresh the page - F5 or Ctrl+R
- Clear browser cache - Ctrl+Shift+R for hard refresh
- Wait 30 seconds - Let synchronization complete
- Check other browsers - Test in incognito/private mode
Changelog and versions don't match
Problem: Version numbers don't match the actual changes.
Solution:
- Open the policy editor
- Click menu button (three horizontal lines)
- Go to version history in the sidebar
- Click pencil icon next to the version
- Update changelog and version number
Changelog edits do not change the approval date or author. They only help in maintaining clear version information.
Links don't work in policy documents
For a policy written in Tidal, check the URL is complete and test it in preview before publishing.
For internally managed policies:
- Check URL format - Use complete URLs (https://)
- Test links before publication - Click links in preview mode
- Update broken links - Edit document and replace links
For uploaded documents:
- Links in PDFs - Check that links are clickable in original document
- Word documents - Links must be active before upload
- Test after upload - Download and test the uploaded version
Still can't figure it out?
Send an email to support@tidalcontrol.com, and we'll get back to you as soon as possible.
Gathering support info: Note which browser you're using, exact error messages, and which steps you've already tried. This significantly speeds up the solution.
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- Approving and managing Policies