Get instant support with our search!
How to create optional policies to view in Playbook
- If you need to create optional policies to view in Playbook, you should 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 in the upper 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 policies you wish to add to the playbook; and select Save.
- This playbook will now be added to the MyCompliance Library for all users to view.