Policy categories help you organize different types of company policies, training manuals, and guidelines for easy navigation and retrieval.
When to Use Policy Categories #
- To group related policies (e.g., HR Policies, Safety Guidelines, IT Security).
- To create subcategories for more specific topics under a broader category.
Steps to Create a Policy Category #
- Navigate to the Policy Categories Section
Go to Policies > Categories from the Central Panel in your DMS. - Click “Create”
This will open the “Create Category” form. - Enter the Category Details
- Name (Required): Provide a clear and descriptive name for the category (e.g., Workplace Safety, Employee Handbook, Data Privacy).
- Parent Category (Optional): Select a parent category if this is a subcategory (e.g., Safety Guidelines under Compliance).
- Description (Optional): Add a brief summary of the category’s purpose or the type of documents it will contain.
- Save the Category
- Click Create to save and exit.
- Or click Create & Create Another to immediately add more categories.
