Create policy rule

  1. Click on the button Add rule.
  2. The following window is displayed:
Policy Rule Create

Adjust the required settings:

Caption

Option/Funktion

Description

1

Name

Unambiguous name of the policy rule.

NOTICE! You will receive an error message if the name of the policy rule already exists.

2

Description

Entering a description is optional. Enter further details in the field if required.

Personal

Define who can see the policy rule:

  1. Activate the check box Personal to ensure that the policy rule is visible only to yourself.
  2. Deactivate the checkbox so that all users with a compliance license can see the policy rule.

3

Kriterium

In the policy rules, define the trigger types from Keywords, Categories, Patterns, Adherence Phrases, and AI Questions. Connect them logically with AND or OR.

Individual keywords can be added to the Keywords criterion in the policy rule. Only options that have already been created can be selected for the remaining criteria.

Add trigger types

  1. Click in the field Trigger Types to add a trigger type.
  2. Confirm the trigger type by clicking on the button Add.
  3. To create additional trigger types, repeat steps 1 and 2.

Logical linking of several trigger types within a policy rule

  1. Click on the button AND or OR to logically combine several trigger types.
    • Select AND if the selected trigger types are supposed to apply simultaneously.
    • Select OR if at least one trigger type is supposed to apply.

Delete trigger types

  1. Click on the icon to delete a trigger type.
  1. Click on the button Save to save the settings.
  2. Click on the button Cancel to discard the settings.