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Create Manual Policy
Soumalya Mitra avatar
Written by Soumalya Mitra
Updated over a week ago

Create Manual Policy

  1. Goto Products - Compliance Readiness.

  2. Users can see the list of already created policies

  3. Click on the + Add New button on the right top corner.

  4. Choose to Create Manually.


  5. Complete all the fields by providing manual data.

  6. Click on Save to proceed to Step2 or to go back to the previous step click on Cancel.


  7. Step 2 contains the below options:

    1. Basic Settings

      1. Click on Edit Icon to update/modify any existing fields

      2. Click on Save to update the latest data or click on Cancel to ignore the changes.

      3. Add / Update Policy section with section title & section items

    2. Add Policy Sections

      1. Section Title

      2. Section Items

      3. Merge Items

      4. Remove Item

      5. Save

      6. Cancel

      7. Add Another Policy Section

    3. After Updating the data, Click on Reassess and Save.

    4. Click on View Existing Assessments to view the existing questions. If no Questions are found, click on Generate Questions

    5. Users can Edit / Delete the section by click on the respective icons.



    6. Click on Update Assessments to view the existing assessments / to Manually add any new questions.


    7. Click on Publish to make this policy listed for Campaign creation.

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