Setup Questions Company/Entity Policy Groups Grid

Questions in this section are intended to help you make decisions about your setup. The questions follow the pattern detailed in the field list that is associated with the task.

Field List

Refer to the following field list for more information: Company Entity Policy Groups.

Instructions

  1. Print this topic. Right-click this topic to display a pop-up menu, and then select Print.
  2. Confirm that you have read the setup details on the topic.
  3. Answer each of the questions on this page.
  4. Use your answers to set up the system.
  5. Note that it is optional to set up more than one Policy Group, although this questionnaire provides blanks to use for up to four Policy Groups.

A red dot Required field indicates a required field or selection.

Questions for Policy Group 1

Required field Group:

What is the name of the Policy Group I am creating?

Enter a name: ________________________________

Required field Description:

What description do I want to use for the Policy Group?

Enter a description: ________________________________

 

Questions for Policy Group 2

Required field Group:

What is the name of the Policy Group I am creating?

Enter a name: ________________________________

Required field Description:

What description do I want to use for the Policy Group?

Enter a description: ________________________________

 

Questions for Policy Group 3

Required field Group:

What is the name of the Policy Group I am creating?

Enter a name: ________________________________

Required field Description:

What description do I want to use for the Policy Group?

Enter a description: ________________________________

 

Questions for Policy Group 4

Required field Group:

What is the name of the Policy Group I am creating?

Enter a name: ________________________________

Required field Description:

What description do I want to use for the Policy Group?

Enter a description: ________________________________

See Also

Company/Entity Policy Group Overview