Administering Knowledge Management › Automated Policies › How to Set Up Automated Policies

How to Set Up Automated Policies

Administrators can set up the Automated Policies feature by performing the following steps:

1. (Required) A batch process must be defined in the Automated Policies Scheduler that executes on the server to present the data required to view the Knowledge Management Lifecycle Policy reports. This action step also applies to the Knowledge Report Card.

   Note: For more information about automated policies, see the Implementation Guide.

2. (Required) For security and role management, define the stage by which users can view and search on documents during their lifecycle on the Knowledge Document Visibility tab in Role Management.
3. On the Automated Policy List page, you can edit the default policies, or define your own.

   Note: For new policies, the administrator must include the "Disregard Life Cycle Policies" field in the stored query; otherwise, it does not appear on the Attributes tab.