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 4: Click on the pencil icon to switch to [Edit] mode

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.

 

 

Step 6: Click on the Disk icon to save the “Policy Note” to your TouchStone database.

Step 7: Move to [View] mode to see the completed “Policy Note”.