How can I view or find a policy?

Browse to the Policies section using the navigation panel. You can view all your policies on the left panel on the desktop and on the display screen on mobile. Use the search, filter, and sort options to find or view policies.

  1. Click the search icon  in the app bar to see the search box.
  2. Fill in the name of the policy.
  3. You will see all the matching search results in the policies list.

To filter

  1. Click the filter icon in the app bar.
  2. Fill in the name or a keyword for the policies you'd like to filter and click the Apply button. Only active policies are shown by default. Check the 'Include disabled policies' box to see policies which have been disabled.
  3. You can see the filtered policies in the policies list.

Who can do this?
Only corporate managers, supervisors, and planners can view or find a policy.