Edit policy
Switch | Switches between the two modes that policies can be displayed in. You can opt for tile view (default) or list view. |
- Edit policy in tile view
The drop-down list Actions is opened. Edit policy Delete policy, see Delete policy. |
- Edit policy in list view
Edit policy | Edit | Edit policy, |
- Select the policy to be edited.
- Click on the button Edit policy.
- The following window is displayed (example):
- In the field Name, change the current name of the policy for a name which does not exist in the system yet.
- Entering a description is optional.
In the field Description, you can enter additional information and details about the field of application. - Adjust the respective settings.
- The following settings can be adjusted:
Option/Function | Description | |
Version | ||
1 | Upon activating the policy, the version count is started. By selecting an earlier version, an older policy version can be activated.
| |
Channel | ||
Chat Voice | Activate the corresponding check box for the conversation. | |
Risk rating | ||
Information Attention Warning | Activate the corresponding check box for the risk rating. | |
Assigned to | ||
Select user or group |
| |
Monitored by | ||
Select user or group |
| |
Activate policy to be applied for all subsequent conversations. | ||
Active | Activate the check box
In the tile view of the tab Policies individual policies can be activated or deactivated by clicking on the icons or respectively. | |
Policy rule | ||
Select policy rule |
Only already created policy rules can be selected. |
- Click on the button Save to save the entries.
When entering an already existing name, an error message is issued. - Click on the button Cancel to discard the entries.