Permissions needed:
Management Console
Policy Management
1. Select Management Console > Policy Management > Add policy:
2. Complete the policy details (below) and select Add Policy:
Title | Add your policy title |
Scope | Choose from Global, Local, or Local variation of global policy |
Domain | Choose the policy’s domain |
Keywords (optional) | Add keywords so the policy can be found by users |
Description (optional) | Appears to the users when opening the policy |
Related policies (optional) | Select any related policies from the Non Selected Items box. These must have already been added to the Policy Hub. Then select Add to Selected Items.
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Document version number | Add the relevant number |
Release notes (optional) | Add any information about the policy assignment, launch or release |
Approvers | Add approvers from a list of names |
Policy document (PDF and DOC fields) | Upload the policy document (PDF) and if your account requires it, also upload the source document (DOC or DOCX) |
Your policy will now be sent to the approvers to review, comment and approve.