A policy is a document which defines an internal practice that processes must follow. Policies are defined as policies, procedures, standards, plans, checklists, frameworks, and templates.

1. Navigate to Policy and Compliance > Policies and Procedures > Policies.
2. Click New.
3. Fill in the fields on the form, as appropriate.

   Table 1. Policy

   Field	Description
   Name	The name of the policy.
   Type	List of options: Policy Procedure Standard Plan Checklist Framework Template
   Owning Group	Group that owns the policy.
   Owner	User that owns the policy.
   Compliance Score Percentage	The compliance score percentage assigned to this policy.
   Parent	The policy containing this policy. If you create a policy statement from within a policy, this field is automatically filled.
   State	The state is a read-only field. Possible choices are: Draft In this state, all compliance users can modify the policy and policy statements. All compliance users can click Ready for Review at the bottom of the form, which sets the state to Review. Review In this state, the owner, owning group, and reviewers can modify the policy and policy statements. The owner, owning group, and reviewers click Request approval, starting the workflow by sending approvals to the users in the Approvers list. The owner, owning group, and reviewers move the policy back to Draft, by clicking Back to draft, as well. Awaiting approval In this state, the policy and policy statements are read- only for all. Approvers can approve the policy by updating the approval state in the Approvals Related List on the policy form, or by viewing My Approvals. If the policy is approved, the policy goes to the Published state. Otherwise, it goes back to the Review state. Published In this state, the policy and policy statements are read-only for all. Admins can click Retire which sets the state of the policy to Retired Retired In this state, the policy is read-only for all.
   Number	Read-only field that is automatically populated with a unique identification number.
   Valid From	The date and time for which the policy becomes valid.
   Valid To	The date and time for which the policy is no longer valid.
   Approvers	The users you want to be included in the approval process.
   Reviewers	Select the users you want to be included in the review process.
   Description	A general description of the policy.
   Policy text	A detailed description of the policy.
   Knowledge base	The knowledge base article related to this policy.
   Article template	The article template to use for the publication of this policy.
   KB article	The KB article number and link where the policy is published.

4. Continue with one of the following options.

   Option	Action
   To save and submit the policy	Click Submit.
   To mark the policy ready for review	Click Ready for review.