Submit policy and policy assignment changes for review

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All users, including administrators and policy approvers, can create and change policies and policy assignment; but they might need to submit the policy and policy assignment for review by the administrator, or users with approval permissions, or a policy administrator.

Submit policy changes for review

Server Settings and user permission sets must be configured to allow users to submit policies for approval.

  1. Create and maintain policies.

    Note

    Policy users only have access to policies and settings configured by the administrator in their assigned permission set.

  2. To save the policy and send it to the administrator, click Submit for Review.

  3. Check the policy approval status using one of these methods:

    • Select MenuPolicyPolicy History

    • Select Pending ApprovalsPolicy DetailsHistory

  4. Use the Product, Category, and Name filters to select Policy History entries to check.

The Status column displays one of these entries:

  • Review in progress — Has not been reviewed

  • Rejected — Has been rejected and not saved

  • Approved — Has been approved and saved

Submit policy assignment changes for review

Server Settings and user permission sets must be configured to allow users to submit policy assignments for approval.

  1. Select MenuSystemSystem TreeAssigned PoliciesSelect ProductCategory Edit Assignment.

  2. In the Edit Assignment page, do the following:

    1. If the policy is inherited, next to Inherited from, select Break inheritance and assign the policy and settings below.

    2. Select the policy from the Assigned policy drop-down list.

      Note

      From this location, you can also edit the selected policy's settings, or create a policy.

    3. Choose whether to lock policy inheritance.

      Locking policy inheritance prevents any systems that inherit this policy from having another one assigned in its place.

    4. Click Save.

      Note

      Policy assignment users will have access to System tree and policy assignments configured by the administrator in their assigned permission set.

  3. To save the policy assignment and send it to the administrator, click Submit for Review.

    Note

    You must enter comments (mandatory) in the Comments text box.

  4. Check the policy assignment approval status using the following method:

    • Select MenuPolicyPolicy CatalogPending Approvals Pending Policy Assignment Approvals.

  5. Select the Policy Assignment entry to check the status.

The Policy assignment details column displays one of these entries:

  • Cancel Review — To cancel the review

  • Approve — To approve and save

  • Reject — To reject and save

Note

The notification icon notifies if an action has been taken on the policy or policy assignment submitted for review.