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 drop-down.
  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 drop-down and select a person from the list.

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

  8. Click Save.

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

  • Assign the criticality of the policy as High, Medium, or Low.
  • Add effective dates by entering a Start Date and End Date.
  • Assign a Category and a category value.

  • If the policy is in Review or Accepted status, and you are not a sponsor of the policy, you can be an additional endorser of the policy by clicking the Add Your Endorsement icon. Your name is added to the Additional Endorsers list.

    NOTE: Alternatively, you can contest a policy. Refer to Contest a policy for more information. Refer to Sponsor an Asset for details about the asset endorsement process such as how it affects the asset’s status.

Next, you can:

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

This feature is particularly useful for finalizing assets that have been remotely uploaded. Refer to Use Bulk Update to Edit Assets for more information.