Defining policies

Define your organization's corporate initiatives as policies. For example, a policy can be a corporate initiative to improve energy performance.

To define policies:

Select Equipment > Asset Management Policy > Policies.
Click New Record.
Specify this information:

Policy

Specify a unique code identifying the policy, and then specify a description of the policy in the adjacent field.

Policy Statement

Specify a policy statement that explains how your organization plans to achieve the goal. The policy statement cannot contain more than 4,000 characters.

Approved By

Specify the name of the person responsible for approving the policy.

Date Approved

Specify the date the policy was approved.

Out of Service

Select if the policy is currently not being used. If you select Out of Service, the policy will not display in the lookups for policies on other forms.
Click Save Record.