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# Creating Policies

To add a policy:

Adding a policy consists of the following steps:

1. Click +Add Policy on the Policy List page.
2. On the Add Policy popup, select a Content Source Alias. Available content source aliases are based on the account selected. The System Administrator manages account and content source alias permissions.
3. Select a Line of Business. Available lines of business are derived from Default Data artifacts stored within your content repository.
4. Select a Policy Type. Available types are derived from Default Data artifacts stored within your content repository.
5. Depending on the Line of Business and Policy Type combination specified, additional fields supporting policy applicabilities may be available. If listed, the applicability fields are required. Select a policy applicability option for each field. Selections made here display on the Policy Applicability card on the Policy Details page. These applicability selections also control the data collection questions and options available with the Policy Details page.
6. Specify a Policy Name. The system displays a message if you have enter a duplicate name, and you are not allowed to save until you edit the name to avoid duplication.
   Note:

   The following special characters are not allowed when naming the policy:

   - \
   - /
   - :
   - *
   - ?
   - <
   - >
   - |
   - &
   - ' (straight)
   - " (straight)
   - ‘ or ’ (smart)
   - “ or ” (smart)
7. Click Add to create the policy or click Cancel to discontinue creating the policy.

Note: The availability of content source alias, line of business, and policy types is predetermined when your organization defines, develops, and deploys the Expere Knowledge Base content. This is often completed with the assistance of Professional Services.
Note: Selections made here display on the Policy Applicability, which displays on the Policy Details page after the policy has been created.