Link a Policy Instance

In the Implement Actions workspace, you can link a policy instance to implement an action. Policy instances are records that identify specific aspects you might want to monitor for an asset, in this case in accordance with actions which have already been identified for the associated asset strategy.

Steps

Access Implement Actions.
On the Implement Actions workspace, select the check box in the row containing the action to which you want to link a policy instance.

The action is highlighted.

Note: An action may not be linked to more than one policy instance.
Select the Implement drop-down menu, and then select Policy Instance.

The Implement Policy Instance window appears.
Select the policy instance with which you want to implement an action, and then select Implement.

A message appears, confirming that the action has been implemented successfully.

Results

The policy instance is linked to the action.
In the Implement Actions workspace, in the Implementation column of the action you implemented, a hyperlink to the policy instance record appears.