Overview
This page allows you to control the settings used against policies on the Policies page.
Areas Tab
This page allows you to add and edit the Areas used against policies in the ‘Policies’ page for filtering.
Add
To add a new area to the list, click on the plus symbol in the top right corner of the table.
Edit
To edit a area, click on the pencil symbol next to the record you wish to edit.
This will open a popup showing the Title and associated colour, once you have made your changes select Save.
Make Inactive
To make an area inactive, click on the bin symbol next to the record you wish to make inactive.
Make Active
To make an area active again, change the Status drop down to Inactive and then click on the recycle symbol next to the record you wish to make active.
Change Order
To change the order of the list, click and hold on the three lines symbol next to the record you wish to move, then drag the item up or down the list.
Types Tab
This page allows you to add and edit the Types used against policies in the Policies page for filtering.
Add
To add a new type to the list, click on the plus symbol in the top right corner of the table.
Edit
To edit a type, click on the pencil symbol next to the record you wish to edit.
This will open a popup showing the Title and associated colour, once you have made your changes select Save.
Make Inactive
To make a type inactive, click on the bin symbol next to the record you wish to make inactive.
Make Active
To make a type active again, change the Status drop down to Inactive and then click on the recycle symbol next to the record you wish to make active.
Change Order
To change the order of the list, click and hold on the three lines symbol next to the record you wish to move, then drag the item up or down the list.
