After you have entered the main data, you can run the following tasks.
Enabling working copies of company policies
Copying working copies of company policies
Displaying conditions of company policy working copies
Displaying selected objects for working copies
Maintaining exception approvers for working copies
Maintaining policy supervisors for working copies
Assigning compliance frameworks to company policies
When you enable the working copy, the changes are transferred to the original company policy. A company policy is added to a new working copy. Only original company policies are included in policy checking.
To enable a working copy
In the Manager, select the Company policies > Policies > Working copies of policies category.
Select the working copy in the result list.
Select the Enable working copy task.
TIP: All working copies with a different condition to that of the original company policy are displayed in the Company policies > Policies > Working copies of policies > Modified working copies category.
Company policies can be copied, for example, to reuse complex policy conditions. Working copies as well as active company policies can be used as copy templates.
To copy a working copy
In the Manager, select the Company policies > Policies > Working copies of policies category.
Select the working copy in the result list.
Select the Change main data task.
Select the Copy policy task.
Enter a name for the copy and click OK.
This creates a working copy with the given name.
Click Yes to immediately edit the copy's main data.
- OR -
Click Yes to edit the copy's main data later.
By default, the database query for finding objects that violate company policies, is not displayed on the main data form.
To show the database query on the main data form
In the Manager, select the Company policies > Policies > Working copies of policies category.
Select the working copy in the result list.
Select the Change main data task.
Select the Show condition task.
To hide the database query on the main data form
In the Manager, select the Company policies > Policies > Working copies of policies category.
Select the working copy in the result list.
Select the Change main data task.
Select the Hide condition task.
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