Editing Policies

Policies are editable in the Motion Module. There may be new criteria by which you'd like to define your policy, and you can update these aspects in any kind of policy by following these steps:

  1. Open the Motion Module in the fullcast.io app by clicking the Motion tab in the top panel of the fullcast.io app.
  2. Select the Designer under which you've added the policy you'd like to edit. E.g., If you defined a policy by territories, select Policies by Territory from the menu.
  3. You are now in the Motion module for the designer you chose. Click the Policy Menu (indicated by three dots [...]) on the policy you'd like to edit.
  4. Select Edit from the drop-down menu.
  5. You are now seeing the policy setup that was previously enabled. Change any aspect of the policy to your preference.
  6. Click Save Changes when you're finished.