Relate a policy statement to a policy

Policy statements can be associated to a policy individually by choosing the policy in the document field on the policy statement, or by editing the policy statements related list.

Before you begin

Role required: sn_compliance.admin or sn_compliance.manager

Procedure

  1. Navigate to Policy and Compliance > Policies and Procedures > Policies.
  2. Open the policy record.
  3. Click Edit in the Policy Statements related list.
    The slushbucket contains active policy statements with no associated policy selected.
  4. Select the policy statements.
  5. Click Save.
    Those policy statements are listed in the Policy Statement related list.