How do I relate or attach a Policy to a Procedure?

The instructions below will show you how to relate or attach a policy to a procedure.

Step 1: Click on the policy you want to relate or attach to a procedure.

Click on the policy you want to relate or attach to a procedure.

Step 2: After the new page loads up, click on the “Related Procedures” icon on the policy sidebar.

After the new page loads up, click on the “Related Procedures” icon on the policy sidebar.

Step 3: Enter the name of the procedure you want to relate or attach the policy to.

Enter the name of the procedure you want to relate or attach the policy to.

Step 4: Click on the checkbox to the right the procedure, to add the chosen policy to the procedure.

Click on the checkbox to the right the procedure, to add the chosen policy to the procedure.

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