Objective:

• To locate active policies with a specific Owner

Environment:

• PolicyStat

Additional Information:

Owner is one of the terms that can be customized on your site. The terminology may differ slightly, but the concepts are the same.

The Owner tab will show only approved, Active policies.  To view Draft and Pending documents by Owner go to the Draft and Pending Approval sections.

Procedure:

Closed captions | Text transcript

1. Click Owner
2. Double-click an Owner's name from the Available category to add it to Selected.
   • Use the filter to narrow the list of users displayed
     
3. Add any terms you want to search for in the policies of the selected Owner(s). (Optional)
4. Click Search