Introduction: Learn how to create a new Policy Note tool.

Step 1: Click on “Policy Notes” from the Process Tools list to create a new Policy Note

Step 2: Enter the [New Policy Note Title] and the [New Policy Note Objective]

Step 3: Click [Create Policy Note]

Step 5: Use the fields as follows:

[To] field to show to whom the policy is directed

[From] field to show whom the policy is from

[Date] field for the date the policy was created

[Effective Date] field for when the policy will be in effect

Click the appropriate check box if the policy is new or revised

Fill in the text of the policy in the [Policy Statement] section of the process tool. The policy statement explains the policy in detail and will often list the consequences for not following the policy.

---

Continue below for additional resources:

• Documenting Work Processes
• Edit Title and Objective of Process
• Creating New Process Tools
• Editing Existing Process Tools
• Delete a Process Tool
• The Deleted Folder
• Archiving a Process Tool and the Archive Folder
• Printing and Downloading Process Tools
• Saving Process Tools
• Reordering Process Tools and Process Tool Items
• Inserting a Hyperlink
• Building Work Plans
• Deleting Tasks and Expectations
• Editing Existing Tasks and Expectations
• Check Lists
• Scripts
• Upload Files
• Documents
• Custom Forms
• Video
• Audio