You must create a policy group before you can create a policy.
Choose
Choose
.The Policy Group screen displays.
Complete the following 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. Note You must have previously created an Approval Survey in the Survey Library. End of the note. |
Valid From (required) |
Enter the starting date. |
Valid To (required) |
Enter the ending date. |
Choose Save and Close.