Clicking “Create a new policy” from the “Policy Manager” page will allow you to create a new policy. The the policy creation wizard will guide you through every step.
The first page is where you will create your policy title, policy description, and classify your policy. After doing so click “Next”.
You will then be brought to the relationships portion of the wizard. On this page you will select what you wish the policy to be related to. This includes “Addresses Behavior”, “Supporting Courses”, and “Values Supported”. These are most used in policies addressing remediation, though other categories are available, and no relationships are required when creating a policy. Click “Next” to continue.
After setting up the relationships section in the wizard, you will be brought to the document portion of the wizard. On this page you can upload a file or attach a link to your policy. You can also require 'E-Signature' at this point. This is a custom digital signature providing the benefits and safeguards of traditional wet ink signature when attestation is complete.
When uploading a file, do so by clicking “Select file”. This will bring up a file viewer. Once your document or link has been selected, click “Next” to continue.
Next, you will select people who have access to change the policy and from them choose the policy owner. This is done by searching for active users in the “Add People to the Policy” text field, and then selecting the relevant person. The policy owner is selected from a dropdown menu compiled of all people granted access. To continue click “Next”.
Next, you will select “Pertinent People”. Pertinent people’s attestation to the policy will be tracked. Though, unlike campaigns, they won’t be notified automatically through the app. Once you have selected all pertinent people, click “Next” to continue.
Finally, you will confirm your new policy. Every detail you have provided is visible from this page, so that you can verify the details of your new policy.
Once you have reviewed the information for your new policy, click “Submit” at the bottom of the form. This will create your new policy as a draft.