Creating a new policy

You can create a policy from the start or copy from an existing policy template.

The asterisks (*) indicate that the fields are required.

To create a new policy

  1. In the policies view, navigate in the tree pane and click the folder where you want to store the new policy.

    You can only create a policy in a folder where you have appropriate rights.

  2. Do one of the following:

    • Click New Policy.

    • Click Policy Tasks > New Policy.

    • Right-click the folder, then click New Policy.

  3. In the Create New Policy panel, do one of the following:

    • Click Create a New Policy and then click Next.

    • Click Create a Policy Based on a Predefined Policy, then click the policy to base the new policy on and then click Next.

  4. In the Specify Policy Properties panel, enter the following information and then click Next:

    Policy Name

    The name of the new policy. A name is required.

    Review By Date

    The date by which reviewers of the policy must submit comments. The default review by date is calculated based on the value that is set in System Management > General Settings > Policies Settings. You can select a different date.

    Expiration Date

    The date the policy expires and is no longer valid. The default expiration date is calculated based on the value that is set in System Management > General Settings > Policies Settings. You can select a different date.

    Priority Level

    The importance you assign to the policy. The default priority is low.

    Allow User Response

    When this option is checked, the policy can be published to the Control Compliance Suite Web Portal. Users can then read and respond to the policy.

    When unchecked, the policy can be published to the Web Portal. Users can request clarifications, but cannot accept or decline the policy or request an exception from the policy. From the user perspective, the policy is read-only.

    Rationale

    The reason for the existence of the new policy. The rationale can be as comprehensive as your needs require. A rationale is required.

  5. In the Add Policy Content panel, type the policy. You can use the formatting toolbars or click HTML to edit the HTML code manually.

    Click Next.

  6. In the Choose Policy Targets panel, locate the asset folders that are the targets of the policy. Click the targets and click Add or Add All to add the targets to the Selected Items list. Click Next.

  7. In the Summary panel, review the properties of the new policy. If you need to change any properties, click Back. If you want to map control statements to the policy, ensure that Launch Content Studio to map Control Statements is checked.

    See Mapping policies to control statements.

  8. In the Summary panel, click Finish.

More Information

Getting started with the asset system