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VERA uses policy files (in JSON format) to define certain configurations and business rules. In VERA 2022.2, you can now manage policy files within the Administration UI. Add new policies, assign owners, view previous revisions, filter policy listing, update policies with comments. There are two types of policies that can be uploaded; Approval or Records Management Policy (RMP).

In this lesson, you will

upload an Approval and RMP policy, view policy detail, set as default policy and add a revision of the policy.

To add an Approval Policy:

  1. Open and log in to the VERA Administration site

  2. Display the Policy Management module

    1. On the VERA sidebar, select Policy Management

  3. Add a policy

    1. Select add policy button

    2. Select the Approval policy type from the dropdown. The Add Approval Policy dialog box opens

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