1. Click Policies.
  2. Click +.
  3. Select Add Policy Set or Add Policy, as appropriate.

    You can name policies and policy sets anything you like. However, we recommend that you use relevant and contextual names, especially as the policy tree grows larger and more complex. When naming policies, consider the business rule that they are trying to model and verify that the names adequately represent the operational policies of the organization.

  4. Update the policy to include targets, advice, and other changes, as discussed in the subsections after this one.
  5. Click Save changes.
    After you create a policy, you can modify it to be a repeating policy. For more information, see Repeating policies and attributes.

In the following example, the policy name is My Basic Policy. The red dot in the upper-right corner signifies that, because the name has been changed, the policy contains unsaved changes. If you try to leave the page, a popup window prompts you to save your changes.

Screen capture of top of policy definition