Create Policy Sets and Link to Domain

Policy sets are groups of Approval and Record Management Policies assigned to domains to define configurations and business rules for the domain associated.

You create policy sets in the policy management module. By default, a newly created policy set will use the default policies.

In this lesson, you will

• Create a Policy Set

• Add Policies to Policy Set

• Add Domains to Policy Set

To Create a Policy Set

1. Open and log in to the VERA Administration site

2. Display the Policy Management module

   1. On the VERA sidebar, select Policy Management

   2. Select Policy Sets

3. Create policy set:

   1. Click the +Add Policy Set button and the Create Policy Set dialog box opens

   2. In the Name box, type Tutorial

   3. In the Description box, type: This is a policy set for tutorials

   4. Click Save

   5. The Policy Set Details are displayed after the policy set is created

Add Policies to Policy Set

To add an approval policy to a policy set:

1. Click the Approval Policy dropdown

2. Search and select Tutorial AP from the dropdown

3. Click Save

To add RMP to policy set:

1. Click the RMP dropdown

2. Search and select Tutorial RMP from the dropdown

3. Click Save

To link domains to policy set

1. On the policy set detail page, under Domains, click the dropdown

2. Search and select the Tutorial Domain from the dropdown

3. Click the Add Domains to Policy Set