Tips for Navigating the Policy Management Module

Navigating the Policy Management Module

1. Filters

Filters can be found in the List View and Policy Records to help navigate and select information or specific records as follows:

2. Customize the List View

The List View can be customized to restrict or view all data fields, as follows:

3. Action Buttons

Use the Ellipses button to activate all possible tasks in the list view or record. Available actions will automatically highlight in the drop-down menu.