How do I find policies with a certain Reference Tag? - Legacy Interface

Objective

To locate policies with specific assigned Reference Tags.

Environment

PolicyStat

Procedure

Click to view these steps in the new PolicyStat interface.

Reference Tag is one of the terms that can be customized on your site. The terminology may differ slightly, but the concepts are the same.

1. Click Reference
2. Double-click a Reference Tag from the Available category to add it to Selected.
   • Use the filter to narrow the list of Reference Tags displayed
3. Add any terms you want to search for in the policies with the selected Reference Tag(s). (Optional)
4. Click Search