How to create a process or policy

Users with Personal roles can create plays by selecting the Process from the left navigation, then by selecting the '+' on the top right of the Processes.

Leadership and Department role users can create a play by selecting the Process from the left navigation, then by selecting the Department name where you would like to add a Process.

Once in the Department Play section, select the '+' on the top right of the Processes.

In each case, you will be brought to the same Process template where you only need to name the process and assign an Owner to get started. You can then begin to populate the other fields and using the pencil icon towards the bottom, start to outline the individual steps in your process.