Adding Policy Descriptions for Reports and Emails

Overview

This document provides instructions on how to add a policy description in the system for use in reports, email, and online user purposes.

Prerequisites

• Access to the system with appropriate permissions to modify policy descriptions.

Steps

1. Navigate to the Menu button.
2. Select the Setup tab.
3. Choose Unit Type Policy Description.
4. Click the Global tab, expand the appropriate report you wish to edit, and click the Edit button.
5. After making the necessary changes, click Accept.
6. Enter your Change Control Comments and click Submit.

Troubleshooting

• Ensure you have the necessary permissions to edit policy descriptions.
• Verify that all fields are correctly filled before submitting changes.

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