Objective:
- Create a new area
Environment:
- PolicyStat
Additional Information:
Newly created policy areas will not display under the Area tab or other active area locations (such as CSV reports) until a document is approved that has that area assigned as a property. Once a document is completely approved, the newly created area will display under the Area tab.
Procedure:
- Click the Admin tab
- Under the Site Data column, click Areas
- Click Create New Area
- Provide a name, default number of days until expiration, and select an Approval Workflow. Best practice is to have the Area match the name of the Approval Workflow.
- Click Create New Area
This article applies to the following user roles:
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