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How to Create Optional Policies to View in Playbook

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.

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  • Once this has been completed, click on the 'Options' tab:

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  • Next, click Optional:

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  • Select Publish on the top right-hand corner:

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  • Return to the left-hand side toolbar, and click Policy:

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  • Next, click Playbook Creation:

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  • Select Add Playbook:

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  • Now, create a name; select the Policy/Policies you wish to add to the Playbook; and select Save.

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  • This playbook will now be added to the MyCompliance Library for all users to view

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