Associating a Census with a Policy

Use the following procedure to associate a census with a policy.

To associate a census with a policy

  1. Navigate to the Group Policies screen.

  2. In the Policies/Quotes list, select a policy.

  3. In the Policy Census field of the Policies/Quotes form, click the select button.

    The Pick Group Census dialog box appears, showing each census available for that policy.

  4. In the Pick Group Census dialog box, select a census and click OK.