Using Policies to Manage Requests › Create a Policy

Create a Policy

Creating the policy is a required task in the process of creating and maintaining policies to achieve policy driven request management. A policy may or may not apply to an individual request.

To create a policy

1. On the CA Service Catalog GUI, click Service Builder, Policy Builder.

   The main Policy Builder page appears.

2. Select the folder to which you want to add the new policy and click Add, Policy.

   If the policy applies to a specific business unit, create the policy in the most appropriate folder for that business unit.

3. In the Add Policy dialog, enter an intuitive name for the policy, such as For Laptops under $1,000, For smart phones in the Finance Department, or For All Virtual Machine Requests.

   Click OK.

   The policy is created and appears under the parent folder. The policy fields appear, ready for your input.

4. In the Description field, enter meaningful details, such as "Requests of laptops that cost $1,000 or more require approval of the Vice President of Financial Operations."

   Alternatively, you may specify descriptions emphasizing assignees rather than conditions, for example, by specifying a description of "Requires approval of the Vice President of Financial Operations: Requests of laptops over $1,000."

   Important! No matter what conventions you decide to use in policy names and descriptions, intuitive names and meaningful descriptions are critical for efficient use and re-use of policies across your organization!

5. In the Priority drop-down list, select either High or Low.

   When a user submits a request, CA Service Catalog checks for and applies any matching high-priority policies. The policy applies if it contains a condition that the request meets, such as a laptop costing over $1,000, a request from a user in the Facilities user group or in the Western Sales region, and so forth.

   Only if no high-priority policy applies to the request, the system checks for and applies any matching low-priority policies.

6. In the Status drop-down list, select either Active or Inactive.

   If you are ready to use a policy, select Active. You can, for example, select Inactive to save policies that are either incomplete or not ready for use by a business unit.

7. Specify the condition for the policy.
8. Specify assignees.

You have created the policy and are ready to complete its details.