Creating a Policy Group

Procedure

You must create a policy group before you can create a policy.

  1. Choose Start of the navigation pathMaster Data Next navigation step Regulations and Policies Next navigation step PoliciesEnd of the navigation path

  2. Choose Start of the navigation pathCreate Next navigation step Policy GroupEnd of the navigation path.

    The Policy Group screen displays.

  3. Complete the following fields:

    Policy Group fields

    Field Name

    Description

    Group Name (required)

    Create a distinctive Group Name.

    Description (optional)

    Enter information to tell users the contents of the Policy Group.

    Approval Survey (required)

    Select the survey from the dropdown.

    Valid From (required)

    Enter the starting date.

    Valid To (required)

    Enter the ending date.

  4. Choose Save and Close.

More Information