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Ticket events

Create a new event So that any data requirements are all handled in the same way we recommend setting up events with tasks to be followed by your team. From the cog icon on the Dashboard select the Ticket events

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Settings

Policy template sections Add new policy blocks so they are available to publish in the policy editor. Policy template groups Create new policy groups into which policy blocks can be assigned. Policy tag values Create new tags which can be

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Published policies

Once a policy has been completed, use the Publish button to send out to the relevant people or departments. This screen shows the status of published documents. On the left of the document name. Use the eye icon to view

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Policy tag values

Policy tags can be found in the Policy Template blocks, they allow you to update company information in 1 place and for it to then flow through new policies as they are published. Within the template blocks the tags are

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