Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
  1. Select Policy Center.Select the policy you want to edit

  2. Verify you are on the Policies page.If the policy is assigned to data source, you will be taken to the summary page

  3. Click the ellipses (…) that display when you hover at the end of the row for the policy.

  4. Select Edit policy on the top-right side of the page. If a data source hasn’t been assigned to the policy, you will be taken to the Tracking groups page.

    Image Removed

    from the menu that displays. The Tracking groups page for the policy displays.

    Image Added

  5. Select Edit for the tracking group you want to edit.

  6. Add or edit the information.

  7. Select Apply changes to save your changes.

Info

You can also edit a policy using the Edit policy button that displays on the top of the policy reporting pages.