Set Up Policies

You can add policy to your strategy. Polices are a statement of a standard that guides business decisions. You can define the policy and provide the purpose of the policy, in other words the business reason this policy has been implemented.

Policies are enforced by Rules.

As you are setting up a policy, you can click the Guidance () icon to open the Guidance panel to view assistance. Refer to Guidance for more information.

To add a policy:

  1. Click the plus sign (Add) icon on the home page.

  2. Select Policy from the list box.
  3. Enter the policy name in Policy.
  4. Select a Policy Type.

    NOTE: A guidance description of the policy selected appears in a tool tip.

  5. Enter a Definition of the policy.
  6. Enter the Purpose of the policy.
  7. Click the Assigned To list box and select a person from the list.

    NOTE: When you assign a person to an asset, the assignee receives a notification by email, depending on their user settings.

  8. Click Save.

The policy is a draft version in Candidate status after it has been saved. It must be further defined on the detail page and then sent for review before it can be published. Refer to Work with Asset Versions and the Endorsement Workflow for more information.

On the policy’s detail page, you can do the following:

  1. After you have completed defining the policy, you must configure the custom workflow for the policy. Refer to Work with Asset Versions and Endorsement Workflow for more information.

NOTE: If you have permission to edit the asset, you can delete it, whether it has been published, is in review status, or is in draft status. All published versions and the draft version of the asset are deleted, and this action cannot be undone. To delete the asset, click the . . . menu and select Delete [Asset Type].

Use Bulk Update to apply edits to multiple assets

With Bulk Update, you can filter a list of assets on the Search Results page to be updated with values that you select on the Bulk Update page, including:

  • Assigned To
  • Sponsors
  • Category Value

Use the Page Options toggle to easily switch between Search and Bulk Update results. Refer to Use Bulk Update to Edit Assets for more information.