Before beginning policy ingestion, create a comprehensive policy inventory that serves as your upload roadmap and project management tool.
Source links might point to PDFs in shared drives, Google Docs in collaborative workspaces, or URLs for policies published as web pages—capturing these locations upfront ensures uploaders can quickly access the correct version without hunting through file systems or legacy portals.
Most critically, use this inventory to sequence your upload strategy—flag policies with imminent reviews or updates scheduled within your migration window so you can defer their ingestion until after those changes are finalized, avoiding the inefficiency of uploading content that will immediately need remediation.
The inventory also helps identify dependencies, allowing you to upload foundational policies or shared criteria before the policies that reference them. Assign each policy a migration sequence number and upload status field so your team can track progress systematically. This upfront planning prevents mid-stream chaos, ensures you're not duplicating effort on policies about to change, and gives stakeholders clear visibility into which policies are live in the new system versus still residing in legacy locations.
Policy Number | Link to PDF | Priority | Status |
COH-123 | xyz.com/a | 1 | ✅ |
COH-456 | xyz.com/b | 2 | 📌 |
... | 📌 |