Create policy sets and link to domain

Policy sets are groups of Approval Policy and Record Management Policy assigned to domains to define configurations and business rules for the associated domain.

You create policy sets in the Policy Management module:

By default, a newly created policy set will use the default policies.

Create a policy set

To create a policy set, follow these steps:

  1. Sign in to Vera administration site.

  2. Navigate to Policy Management > Policy Sets from the Vera sidebar under Policy Management module.

  3. Click the +Add Policy Set button.

  4. Enter Tutorial in the Name field.

  5. Enter This is a policy set for tutorials in the Description field and select Save.

    The policy set details are displayed after you've created the policy.

The system will use the default policies until the policy set is updated with polices.

Add policies to policy set

To add an approval policy to the policy set, follow these steps:

  1. Click the Approval Policy dropdown.

  2. Search and select Tutorial AP from the dropdown.

  3. Click Save.

To add a Record Management Policy to the policy set, follow these steps:

  1. Click the RMP dropdown.

  2. Search and select Tutorial RMP from the dropdown.

  3. Click Save.

Link domains to policy set

To link domains to the policy set, follow these steps:

  1. On the policy set detail page, under Domains click the dropdown.

  2. Search and select the Tutorial domain from the dropdown.

  3. Click Add Domains to Policy Set.

Now that the policy set is linked to the domain, the domain has the approval roles defined in our Approval Policy.

Next we will create users and assign them to domain roles.