To search for a Policy, click on the Policy Console option from the main menu.
This will open the page shown below:
From here you can search for policies, navigate to a policy record, or export the console to Excel.
1. The policy console can be exported to Excel. The document will only contain the records and data currently in view on the search page; this means that some data may not be exported but that the data that is exported can be tailored to only include the information that you require.
2. Clicking on Create will take you to the Create Policy page. Policies created from this button will work in exactly the same way as Policies created from the main menu, it is simply another way to navigate to the same page. For more information on this function see Create Policy.
3. The free text search bar allows you to search for a Policy based on the Title, Category, Sub-Category or associated Tags. As you enter your search criteria the console will update to display the relevant results.
For more information on how to use the search pages see Search Pages.