Adding Policy Areas

Summary

Policy Areas are used to filter your data and provide a convenient method of recording spend against your organisation's spending priorities. Sums.org users can add unlimited policy areas to their account. Each bid or agreement can have both a primary and secondary policy area, allowing for additional granularity.

Adding Policy Areas

Policy areas can be added by selecting "Setup", clicking on "Policy Areas" and then clicking "Add".

When creating a new policy area you can also specify whether the policy area is active or not. Inactive policy areas will not be selectable when creating or editing funding records. This is useful when a policy area is no longer required, but needs to be preserved for historic records. 

Editing Policy Areas

You can view all your existing policy areas by selecting "Setup", clicking on "Policy Areas". For each record you will see an "Edit" icon. Clicking on the icon will display the record editor.

Deleting Policy Areas

You can view all your existing policy areas by selecting "Setup", clicking on "Policy Areas". For each record you will see a "Delete" icon. Clicking on the icon will prompt you to confirm deletion. 

Records associated with a deleted policy area will not be deleted and will request that a new policy area be added when they are next edited.