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Privacy and Security Policies

568 bytes added, 13 May
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Attaching Policies to a a Level 1, 2 or 3 Type
===Attaching Policies to a a Level 1, 2 or 3 Type===
 
If you want users to accept a policy upon creation of a Level 1, 2 , or 3 record of a specific type, you can navigate to the desired UTA Configuration Settings > Click the desired Level tab > Types > Edit the desired type > Process tab > Under Attach Policies, select the desired policies and Save.
 
 
<u>'''Note:'''</u> The policy will only be enforced when a user manually creates a new record of the specified type. Policies will not be enforced when records are created in bulk (such as a data import) or created in batch (such as using the Advanced Data table).
 
==Activating a Draft Policy==
==Periodically Enforcing an Active Policy==
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