Vera uses policy files (in JSON format) to define certain configurations and business rules. In VERA 2023.2, 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 Policy and Records Management Policy (RMP).

In this lesson, you will

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 the +Add Policy button

   2. Select the Approval policy type from the dropdown - the Create Approval Policy dialog opens

   3. In the Name box, type Tutorial AP

   4. In the Owner box, click the down arrow and select your username

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

   6. Click Choose File and select the VeraAPTutorial-part1.json from your device

   7. Click Import

   8. The system will automatically give the policy a version 1.0

Add a Records Management 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 the +Add Policy button

   2. Select the RMP policy type from the dropdown - the Create Records Management Policy dialog opens

   3. In the Name box, type Tutorial RMP

   4. In the Owner box, click the down arrow and select your username

   5. In the Description box, type the following description for the policy: This is the tutorial RMP.

   6. Click Choose File and select the VeraRMPTutorial-part2.json from your device

   7. Click Import

   8. The system will automatically give the policy a version 1.0

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