Policies can be found under the General Information section of a case record. Here, you can add a new policy type or edit existing policies.
Creating a new case policy
To add a new policy type, click on the policy and select "Manage Policies". Click on "+ Add Policies" on the upper right.
Click on "+ Add Policies" on the upper right, fill out the policy details, and click "Save".
Editing a case policy
To edit policies, click on "Manage Policies" and select a policy. From here you can edit the Policy Title and Description. Click on "Save" to apply changes.
