Adding a Policy to a Record
If you have the ‘Add/Remove policies from a record’ permission, you can add a policy to a record.
Go to the desired module. Click on the Policy icon.
Click the New Record button.
Click the Add button.
Select a Policy to add to the Record. You can add more than one policy to a record. Tick the checkbox to select the policy you want.
On Save, the policy will now be added to the module.
You see here that the Policy has been added with the corresponding attachments. Clicking on the Document link will allow you to view the policy’s document; this will be opened in another format such as Word, PDF, etc.
