Edit a Default Policy

Step 1. Select a Policy you want to edit and click Edit Policy

In "Configuration" select "Policies." Choose the Policy you want to edit and click on the toggle at the end of the row. Select the Edit option from the drop-down menu.

A form with all the required fields for the Policy attributes will appear on the left. A Rules selector function editor will appear on the right.

Step 2. Describe an Edited Policy

Begin by defining a Reference ID and Policy Name. It is important to give the Policy a unique ID and a meaningful name that is easy to reference.

A Policy Description should be short and may provide more detail on what the Policy contains.

The Status of a Policy determines if it is in use or not.

Step 3. Select Asset Groups

Select which Asset Groups you want to apply the policy to via Assign to Asset Groups drop-down menu.

Here you will see a menu of available defined Assets from the Asset Groups Overview. If you do not see the Asset Group you need, please create a Custom Group listing first before moving to the next step. Please refer to Create an Asset Group for more information.

Excludes (by Asset Name) specifies any Asset name that should be excluded from the Policy.

Scheduling configures when the Policy Set should run.

Step 4. Configure new Rules

Use the shuttle widget on the right to select and add Rules from the Available to the Selected column or vice versa. Once you have added all the Rules, click Save to save your new Rules in your edited Policy.

Step 5. Click Save

Now that your edited Policy with Rules is configured click Save.


What’s Next