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 select Save.

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