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Creating a New, Empty Database

If PolicyTech is installed on your organization's premises, you can create another PolicyTech database for testing or training purposes.

Important: This feature is not available in PolicyTech systems hosted by NAVEX Global. If you have a hosted environment and need to make a database change, contact Client Support at 888-359-8123 (toll-free in the U.S. and Canada) or 208-359-8123.

  1. Click PREFERENCES.
  2. Click System / IT Settings, and then click Database Manager.
  3. In the Database Name box, delete the current text, type a new name, and then click Save.
  4. Click Create Database.
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  1. Type the information needed to create a master document control administrator (DCA) in the new database, and then click Submit.
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Note: If you leave any fields blank in the Setup Document Control Administrator window, PolicyTech fills them in with information from the DCA record of the DemoData database that is included with the PolicyTech application.

  1. After the new database is created, you will see the following window. Click the provided link to display the login screen.
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  1. Type the master DCA's user name and password, and then click Log in.
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