Record Executive Report Policy Settings (optional)

You only need to record executive report policy settings if STA has privately owned Executive Report policies. After the upgrade, all Executive Report policies are preserved, but they are assigned public ownership.

Use this procedure to record the current ownership settings for all private policies so you can restore them after the upgrade, if necessary. You can skip this procedure if Executive Report policy ownership is not critical to your implementation.

1. Log in to STA using an STA administrator username.
2. From the Setup & Administration tab, select Executive Reports Policies.
3. Filter to display privately owned policies. Click Filter .
4. Select Match ANY, and add Owner | Isn't | STA.
   
5. Click Apply.
6. Record the current Report Owner for each policy. If you have many policies, you may want to take a screen shot.