Policies

A policy is a flexible means to track both your organization's policies and to which CI they are associated. For example, a security policy type may have a specific policy that requires users to change their passwords every three months. Policies usually have a policy number, type and name in addition to a description of the policy and how the policy is enforced.

ChangeGear uses a meta group called Policy Types to describe what kinds of policies are tracked. Policy Types are simply a name and a description. Some examples of policy types used in ChangeGear are compliance policies, security policies, disaster recovery policies, and disposal policies. Policies are the specific policies that apply to a particular CI or group of CIs.

To create or edit a policy:

1. In Design Studio, navigate to CMDB > Lookup Lists.

2. Double-click the Policies lookup list, then click the Cog to configure.

3. Click the plus-sign to create a new policy or click the Pencil to edit an existing policy.

   1. Enter the Name of the new policy. This is a required field.

   2. Enter the Policy Number.

   3. Enter the Policy Type. You can enter the policy type directly in the text box, or you can choose from a list of policy types.

   4. Under Notes, enter a description of the policy.

   5. Enter information regarding enforcement of the policy.

      

4. Click Save .

 

See also: 

CMDB Lookup Lists

 

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