The policy toolbar

The policy toolbar provides many functions.

Button Description
Create a new policy, rule, or exception.
Update the selected policy, rule, or exception.

Delete the selected policy, rule, or exception.

The administrators that were directly assigned to this policy see it in their policy list as deleted. However, they continue to see old incidents that relate to this policy.

If you do not want to see incidents for a deleted policy, clear the check box for the policy in your Incident report list.

Show disabled rules in the policy tree.
Hide disabled rules so they do not appear in the policy tree.
  • Use Batch Operations to update or delete multiple items at once. For example:
    • Select Update rules of a current policy to change one or more rules in the selected policy at the same time. This overrides the settings in the policy and reduces time and effort involved in updating multiple settings.
    • Select Update exceptions of current rule to change one or more exceptions in the selected rule at the same time. This overrides the settings in the rule.
    • Select Update rules of multiple policies to make changes to selected rules or all rules across multiple policies.
    • Select Update exceptions of multiple rules to change selected exceptions or all exceptions across multiple rules.
    • Select Delete policies to delete a batch of policies at once: a screen appears so you can choose which policies to delete.
  • Use Rearrange Exceptions to set the order of exceptions under the selected rule.
  • Use Manage Policy Levels to configure policy execution priority order. See Policy levels.
Exports policy data to a PDF file. You can export the current policy, all policies from this level, or all policies. Policies, rules, and exceptions are exported.
Refreshes the policy list.

The information icon (“i”), when present, provides additional details about a field.