Edit policy rule

Option/Function

Description

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

Version

NOTICE! Upon saving the first changes made to the policy rule, the version count is started.

By selecting an earlier version, an older policy rule can be activated.

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

Name

Name

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

NOTICE! When trying to save a policy rule the name of which already exists, an error message is displayed.

Description

Description

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

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.

Trigger Types
In the policy rules, define the trigger types from keywords, categories, patterns, adherence phrases, and compliance questions connected logically by means of AND or OR.

For the trigger type Keywords, custom keywords can be added in the policy rule.
For the trigger types Categories, Patterns, Adherence phrases, and AI Questions only already existing categories, patterns, adherence phrases, and AI questions can be used.

Add trigger types

1. Click in the field Trigger Types to add a trigger type.
   The following trigger types are available:
• Keywords
• Define keywords to search the transcripts for keywords, see Select trigger type Keywords.
• Categories
• Categories contain defined keywords for dedicated analyses, see Select trigger type Keyword categories.
• Patterns
• Patterns contain defined search patterns with fragments or regular expressions, see Select trigger type Patterns.
• Adherence phrases
• The trigger type Adherence phrases allows defining mandatory phrases and statements, see Select trigger type Adherence phrases.
• AI questions
• Create AI questions to analyze compliance policies, see Select criterion AI questions.
2. Confirm the trigger type by clicking on the button Add.
3. To create additional trigger types, repeat steps 1 and 2.

Logical operation 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.