How do I Create a New Policy?

Objective

Understand how to create a new policy

Environment

PolicyStat

Procedure 

1. Click the Policies* link in the top navigation menu.
2. 
   *this term may differ at your location
3. In the New Draft from Template section of the menu, select the template you wish to use (a Blank (No Template) option will be available if there are no saved templates).
   
4. Enter the Required Properties: Title, Owner, Area, Approval Workflow, and Review Date.
   1. When the Area is selected; If there is no default workflow it first tries to find an approval flow that 'contains' the area name.  If it finds more than one it just grabs the first one it found. If it does not find any it will leave the approval workflow blank, making the user pick an approval workflow
   2. Regardless of whether it was automatically selected or not, the user is still able to manually change the approval workflow.
5. Use the Editor to create your content.
   
6. Ensure your Draft is saved before navigating away from the page or start the Approval process if your content is complete.