pm:add_new_policy_form

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pm:add_new_policy_form [2015/10/16 12:58 UTC] – created mwolfepm:add_new_policy_form [2015/10/16 13:06 UTC] (current) – mwolfe
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 ====== Add New Policy Form ====== ====== Add New Policy Form ======
 +This form allows you to create a new policy record.  The policy title is required regardless of how you create the policy.
  
 {{:pm:add_new_policy_form.png?nolink|Add New Policy Form}} {{:pm:add_new_policy_form.png?nolink|Add New Policy Form}}
 +
 +You may add a new policy in three different ways:
 +
 +==== Placeholder Only ====
 +This simply creates a line in the table of contents that you can use to organize your other policies.  There is no attached Word document for this type of policy.
 +
 +You may import a source document for a placeholder-only policy at a later date by using the [[Policy Detail form]].
 +
 +==== Create New Word Document ====
 +The program will create an empty Word document and attach it to the new policy.  This new document may be edited by using the [[Policy Detail form]].
 +
 +==== Import Existing Word Document ====
 +To import an existing Word document, you may use the Browse... button to choose an existing file from the file system.  If you leave the [[#Title|Title]] textbox blank, the program will fill in the Title based on the filename of the existing file you select.
 +
  
 ===== Fields ===== ===== Fields =====
 {{section>data_fields#title}} {{section>data_fields#title}}
  • pm/add_new_policy_form.1445000298.txt.gz
  • Last modified: 2015/10/16 12:58 UTC
  • by mwolfe