Permissions needed:
Policy management
1. Select Management Console > Policy Management > Add policy
2. Enter the details shown below:
Field | Description |
Title | Policy title |
Scope | Select from Global, Local, or Local variation of global policy |
Domain | Policy domain |
(optional) Keywords | These help users to search for and find your policy |
(optional) Description | This appears in the sidebar to users when they open the policy |
(optional) Related policies | Select any that have been added to the Policy Hub as Live |
Document version number | Type in the relevant version number of your policy |
(optional) Release notes | Add any relevant details to the policy, such as assignment or launch |
Approvers | Select any added names from the dropdown |
Last verified date | Add when the policy was last verified |
3. Select Markdown in the Document type field, then select the Create new document button to go to the Policy Hub Authoring area, enter the policy details using the text editor, select Save
4. Select the Add policy button and that’s it, your policy has been created and added:
How to create policies in different languages
1. Complete steps 1 and 2 above, and tick the boxes next to select any of the languages that have been activated
2. Enter details in the extra fields that appear based on how many languages you select:
3. Select Markdown in the Document type field
4. Complete steps 3 and 4 above for each language you’re adding
Do you need different permissions, or want a new language activated? Please get in touch with your Customer Success Manager at [email protected].