In order to create optional policies to view in Playbook, you first need to follow the first 3 steps within Policy Creation, i.e. Policy, Response Options, and Categories. Please refer to article 'How to Create a Policy' for further information.
- Once this has been completed, click on the Options tab:
- Next, click Optional:
- Select Publish on the top right-hand corner:
- Return to the left-hand side toolbar, and click Policy:
- Next, click Playbook Creation:
- Select Add Playbook:
- Now, create a name; select the Policy/ Policies you wish to add to the Playbook; and hit Save.
- This playbook will now be added to the MyCompliance Library for all users to view
