Objective:

•  View an indexed list of Active policies on 1 site or across all applicability groups in a multiple-site customer

Environment:

•  PolicyStat

Additional Information:

You can print a list or index of all policies currently Active on your site, or across multiple applicability groups if your organization is part of a larger system. All policy indexes generated in PolicyStat are in .csv or comma-separated-value file format, and can be viewed and edited in Microsoft Excel. 

If you cannot open a .csv file downloaded from PolicyStat, please contact your local IT support for assistance. 

Procedure:

1. Click the Area tab (may be Department, Policy Area, or similar label on your site)
2. To filter your list by Area, select Areas from the Available pane on the left by double-clicking on them. They will appear in the Selected pane on the right. 
3. Click the Excel icon next to "Search By Area" at the top of the page:
   
   
   
   
   
4. Download the CSV file:
   
   
5. Open and view the file in Microsoft Excel. If you need to filter the data in the spreadsheet, see these instructions: Filter Data in a Range or Table in Excel