Create policy rule

  1. Click on the button Create rule.
  2. The following window is displayed:
Create policy rule
Create policy rule
  1. In the field Name, enter an unambiguous name which does not exist in the system yet for the new policy rule.
  2. Entering a description is optional.
    In the field Description, you can enter additional information and details about the field of application.
  3. Adjust the respective settings.

Option/Function

Description

Description

Personal

Define who is supposed to see this policy rule.

  1. Activate the check box Personal to display the policy rule for you only.
  2. Deactivate the check box to display the policy rule for all users with a compliance license.

Criteria
In the policy rules, logically combine the criteria from keywords, categories, patterns, and adherence phrases with AND or OR.

You can add custom keywords to the criterion Keywords in the policy rule.
For the criteria categories, patterns, and adherence phrases, only already existing categories, patterns, and adherence phrases can be selected.

Add criteria

  1. Click in the field Criteria to add a criterion.
    The following criteria are available:
  2. Confirm the criterion by clicking on the button Add.
  3. If you would like to add further criteria, repeat steps 1 and 2.

Logical combination of several criteria within one policy rule

  1. Click on the button AND or OR to logically combine several criteria.
    • Select AND if the selected criteria are supposed to be met at the same time.
    • Select OR if at least one criterion is supposed to be met.

Delete criteria

  1. Click on the icon to delete a criterion.
  1. Click on the button Save to save the entries.
    NOTICE! When entering an already existing name, an error message is issued.
  2. Error message - Name already exists
  3. Click on the button Cancel to discard the entries.