After a policy type is created, sub statuses can be created and used for draft documents. Sub statuses are used for draft policies and can be chosen from a drop-down menu while in edit mode. Sub statuses on documents can be sorted on the policy listing screen in the Status column.

How to Add a Sub Status

  1. Hover over the Policies tab
  2. Click on Policy Type Administration
  3. Click on the Sub Status icon for the policy type you are working with
  4. On the Sub Status screen click on + Add New Sub Status link and enter the sub status name
  1. When finished, click Save and Close

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