How To Create a Policy

Create a Folder

Use folders to organize policies 

1. From the Policy Manager Dashboard, select Policy Manager List
2. Navigate to the folder tree on the left-handside
   
   1. If this is your first time using Policy Manager, Click Create Root Directory to create your initial top level folder
3. Right click on the folder where you want to add a new folder and select Add > Folder
4. Give the folder a name and select Save

Create a Policy

1. In the folder tree, right click the folder where you want the policy to live
2. Select Add > Policy
3. Fill in the policy details. 
4. Add policy content
   There are various ways to add policy content 
   1. Type the policy text into the body
   2. Link a Policy via DCMS
      1. Click the option to Link DCMS
      2. Select the DCMS document(s) and then Link
   3. Import from Policy Library
      1. Click the option to Import From Policy Library
      2. Choose the Library Level and the Policy Group
      3. Select a Policy from the list and then OK to load the policy into the body
   4. Import from a File
      1. Click the option to Import Policy Text
      2. Select the file and then OK (Word documents only)
         
         
5. When you are done configuring the policy details and content, click Save.