Upload Policies

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

• Add a revision of the policy

Add 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

   3. In the Name box, type SAP Approval Policy

   4. In the Owner box, click the down arrow and select Vera-admin

   5. In the Description box, type the following description for the policy: This is the first approval policy.

   6. Click Choose file and select a file from your device

   7. Click save

Go back to top