Updating existing policies

Once a policy is created, you can change the policy’s name or description, update a policy’s rules, or delete a policy.

For more information about rules and actions, refer to Creating policies.

Changing a policy’s rules

To change a policy’s rules:

  1. From the Products, select Policies.

  2. Select the policy you wish to modify.

  3. On the Rule tab, Make any desired changes to the policy’s data type, target filter, or criteria.

  4. Select Save changes to preserve the updates or Revert to discard them.

For more information about rules, see SDM query language.

Changing a policy’s actions

To change a policy’s actions:

  1. Select the policy’s Actions tab.

  2. Select Add action drop-down and choose Status label.

  3. Choose an option from the Label type drop-down: Needs attention, Needs action, or Needs attention soon.

  4. Enter a Label name.

  5. Select Save changes.

Changing a policy’s name or description

To change a policy’s name or description:

  1. From the Products, select Policies.

  2. Select the policy you wish to modify.

  3. Select the Manage tab.

  4. Update the policy name or description and select Save changes.

Deleting a policy

To delete a policy:

  1. From the Products, select Policies.

  2. Select the policy you wish to delete.

  3. Select the Manage tab.

  4. Select Delete policy.

  5. Select Delete policy to confirm removing the policy or select Cancel to retain the policy.