Policy Management on the Web Portal

This section describes how to add, view, filter and delete policies. Also, how to view policy details on the VERA web portal

Overview of Policies

VERA uses policy files (in JSON format) to define certain configurations and business rules. In VERA 2022.2, VERA Administrators can now manage policy files within the Administration UI. Admins can add new policies, assign owners, view previous revisions, filter policy listing, update policies with comments.

Add Policies

To add a policy;

1. Open Site Administration > Policy management tab

2. Click add policy, select policy type, enter policy name and owner, and optionally; description and upload file

   1. Policy name MUST be unique i.e. you can’t use the same name as that of an existing policy

   2. Only system admins can be assigned as owners

3. Click import

Update Policy Revisions

To update a policy;

1. Click the import icon on the same row as the policy OR navigate to policy details page and click add revision

2. Select a file and add revision comments

3. Click import to save changes

View Policy Details

To view policy details;

1. Click the policy name on policy table

2. View policy details, revisions and policy sets

3. Edit policy name, owner and description

4. Mark policies as default policies

Filter and Search Policies

To filter policies;

1. Click the type dropdown and select a policy type

2. Or type a policy name in the Search by Policy Name field

3. Or click the only show default policies

4. Click Search to view results

Delete Policies

To delete policies;

1. Click the delete icon on the same row as the policy

2. On the delete policy modal, click delete