Using the Investigator › Investigator › Save a Policy

Save a Policy

After you performed a search, you can save it as a Policy.

Follow these steps:

1. Launch the Investigator.
2. Select an option from the drop-down list in the discipline pane.
3. (Optional) Filter the objects by typing in the text box below the drop-down list.

   The tree displays filtered information.

4. Select a node from the tree to list down corresponding objects in the Data pane.
5. Filter the objects by adding some search criteria in the Search panel.
6. Click the Save icon () in the toolbar, and select Save Policy to open the Save Policy dialog.
7. Provide the policy name, description, and information required for policy settings, and click Save.

   Note: For optimal use, set policy recurrence 30 or more, and specify a search criterion to produce a small number of objects (within a few hundreds). A different value may consume more resources, and make the system slow.

   The policy becomes available in CA Chorus Personal Policies.

Note: You can delete or overwrite policies - public and private - saved by you, but not those saved by other users. You can, however, save your policy as a private policy with the name of a public policy saved by a different user.