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How To Create a Policy

How to create a policy in Policy Manager

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 reside.
  2. Select Add > Policy

First, complete the policy details. 


NOTE: You must first have a user defined as Policy Owner and/or a Policy Approver. (Click the "i" for more information.) This can be completed within Administration > Manage Clients > Users.


Next, add policy content. You can do this in several ways:

Option 1: Enter the text directly

  • Type the policy text into the body editor.
Option 2: Link a Policy via the DCMS
  • Click Import > Link DCMS.
  • Select the appropriate DCMS document(s), and then Link.
Option 3: Import from the Policy Template Library
  • Click Import > Import From Policy Library.
  • Choose the Library Level and the Policy Group.
  • Select a Policy from the list, then OK to load the content into the body.
Option 4: Import from a File
  • Click Import > Import Policy Text.
  • Select the file (Word documents only), then click OK.
When you are done configuring the policy details and content, click Save.