Create a New Policy

Steps

  1. Access the Policy Designer Overview page, and then select New Policy.

    The Policy Designer page appears, displaying the Details workspace.

    Hint: If you are already viewing a policy, you can also create a new policy by selecting in the Policy section of the toolbar.

  2. In the Details workspace, enter a name and description for the new policy. The policy name is required and must be unique.
  3. In the Time Zone list, select the policy time zone.
  4. On the toolbar, select .
  5. A new policy is created, and you can now build a policy modelThe nodes and connections that define the policy logic. and create one or more policy instancesIdentifies the records to which logic in the policy model will be applied. to complete the policy.

Results

What's Next?

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