You can add a new policy type and edit existing policies. This can be found under the General Information section on a case detail of a case record.
Adding a new case policy
To add a new policy type, click on "+ Add Policy" to open the New Policy window.
On the Caption text , write the name of the Policy that you're adding followed by the description of the policy on the Description text box. Once done, click on the "Add Policy" button just below the Description text box.
Editing a new case policy
To edit policies, click on the three dotted icon just beside policy. Then click on "Edit" to open the Edit Policy window.
The Edit Policy window will appear. You can modify the name and the description of the policy that you're editing. Click on the "Save" button to apply the changes.
