How to add RCM Policy Types and Policy Sub-types

How to add RCM Policy Types and Policy Sub-types

Policy Types

The "Policy Types" are pre-configured as per below in ACTOR based on the decision matrix and cannot be changed. ACTOR does however allow users to capture Policy Sub-types that are associated to a particular "Policy Type".





Adding a new "Policy Sub Type"

  1. Navigate to the "Policy Type" tab.
  2. Select a "Policy Type" for which you would like to capture a "Policy Sub Type". The selected "Policy Type" row will be highlighted in grey as an indication that it has been selected.



  1. Click "Add" and a pop-up window will appear.
  2. Capture the "Policy Sub Type".
  3. Capture the "Description".
  4. Click "Save".


  1. The "Policy Sub-Type" is now added to the "Policy Type" grid.

Editing and Deleting an existing Policy Sub Type

  1. Select the "Policy Type" to reveal its associated "Policy Sub Types". This row will be highlighted in grey to indicate its selection.
  2. Select the "Policy Sub Type" you wish to "Edit". This row will be highlighted in grey to indicate its selection.
  3. Click "Edit" or "Delete".

  1. If "Delete" is selected, a pop-up window will appear requesting the user to confirm the deletion. Click delete to continue and the record will be removed from the grid. If this action was a mistake, then click cancel.
  2. If the "Edit" button is selected, update the Policy Sub Type details.
  3. Click "Save".


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