Defining policies

Define your organization's corporate initiatives as policies. For example, a policy can be a corporate initiative to improve energy performance.

To define policies:

  1. Open the Policies form.
  2. Click New Record.
  3. Policy—Enter a unique code identifying the policy, and then enter a description of the policy in the adjacent field.
  4. Policy Statement—Enter a policy statement that explains how your organization plans to achieve the goal. The policy statement cannot contain more than 4,000 characters.
  5. Approved By—Enter the name of the person responsible for approving the policy.
  6. Date Approved—Enter the date the policy was approved.
  7. Out of Service—Select if the policy is currently not being used. If you select Out of Service, the policy will not display in the lookups for policies on other forms.
  8. Click Save Record.