Policy Edit

Appearance

Switches the display of the policies. You can select tile view (default) or list view.

Drop-down list Actions is opened.

Edit policy

Delete policy, see Delete policy,

Option/Function

Description

Version
The version indicates the number of changes made for the created policy.

Version

NOTICE! By activating the policy, the version count is started.

By selecting an earlier version, an already created policy version can be restored.

1. Select an earlier version.
2. Click on the button Restore version to save the version.
   Click on the button Cancel to discard the settings.
• The policy is closed.

Name

1. Changing the name is optional.
2. In the field Name, change the existing name to a new unambiguous name for the policy.

NOTICE! When saving the policy, an error message is issued if the name already is used for another policy.

Description

1. Entering a description is optional.
2. In the field Description, enter additional details and information about the field of application.

Channel

Define the type of conversation that the policy is supposed to be valid for, e. g. chat, voice or chat and voice.

Chat

Voice

Activate the corresponding check box for conversation:

Risk rating

Define the risk rating for the policy.

  Information

  Attention

Warning

Activate the corresponding check box for risk rating.

Assigned to

Define for which users or groups the policy is meant to apply.

Select user or group

1. Click on the input field.
2. Enter the first letter of the name of a user or of a group.
   Select the user or group from the drop-down list that the policy is supposed to be assigned to.
• If the policy is supposed to be assigned to more than one user or group, repeat steps 1 and 2.

Monitored by

Define the user or group responsible for monitoring compliance with the policy.

Select user or group

1. Click on the input field.
2. Enter the first letter of the name of a user or of a group.
   Select the user or group from the drop-down list that the policy is supposed to be assigned to.
• If the policy is supposed to be assigned to more than one user or group, repeat steps 1 and 2.

Active

To apply the policy to all future conversations, activate the check box.

• Upon saving, the policy is applied to all future conversations.

NOTICE! In tile view of the tab Policies, policies can be activated or deactivated directly by clicking on the button or respectively.

Policy rule
Here, you can change the currently selected policy rule.

Based on

Policy rule

Here, you can select a policy rule from the drop-down list.

Select policy rule

1. Click in the field Policy rule
2. From the drop-down list, select a policy rule for monitoring compliance with the policy.

NOTICE! Only already created policy rules can be selected.

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