Estimated time: 5–10 min
This guide outlines the steps to create a new policy in the Advocate Platform.
What You'll Learn
01 — Navigate to the Policies Tab (Step 1)
02 — Add a New Policy (Step 2)
03 — Complete the Policy Information (Step 3)
Step 1: Navigate to the Policies Tab
Open the desired Case.
Click the "Policies" tab.
Step 2: Add a New Policy
Click the "+ New Policy" button on the right side of the screen.
Step 3: Complete the Policy Information
Blank fields will appear on the left hand side of your screen.
Complete the required fields in order from top to bottom.
Note: Some fields are dependent on the selections from other fields and may not allow access to the dropdown unless the dependent field is filled in first.
Once all the required fields are complete, click "Create Policy."
The new policy is complete.
What's Next?
The platform will automatically reload the "Policies" tab and the new policy will be visible.
The new policy will automatically be put into "Open" status.
