Using Policies to Manage Requests › Create and Maintain Folders

Create and Maintain Folders

You can create and maintain folders (as needed) to store your policies. You can create, rename, move, copy, and delete folders. Organize folders to meet your requirements. As a best practice, organize policies in folders according to the business units and child -business units to which they apply. Similarly, suppose the policies apply to all business units. In that case, you can organize them according to categories under a folder named For All Business Units or something similar.

Follow these steps:

1. Click Catalog, Policies.

   The main Policy Builder page appears.

   Note: If any of the remaining steps do not apply, skip it.

2. Add a folder, as follows:
   1. Select the folder to which you want to add the new folder and click Add, Folder.

      For example, to add a folder to the root folder (the Policies folder), select it and click Add Folder.

      The Add Folder dialog appears.

   2. Enter the name of the new folder and click OK.

   Note: The Add button is enabled only when it is applicable for the currently selected folder.

   The folder is created and appears under the parent folder.

3. Rename a folder, as follows:
   1. Select the folder to rename and click the Edit (pencil) icon.

      For example, to rename the "Oranges" folder, select it and click the Edit icon.

      The Rename dialog appears.

   2. Enter the new name of the folder and click OK.

   Note: Folder names are case-aware, but not case-sensitive. Thus, when you rename a folder, change more than the case. For example, you cannot rename an existing folder from spg policies to Spg Policies or SPG POLICIES.

   The folder is renamed.

4. Copy a folder, as follows:
   1. Select the folder to copy and click the Copy icon.

      For example, to copy the "Apples" folder, select it and click the Copy icon.

      The folder is copied.

   2. Select the folder that you want to be the new parent folder for the folder you are copying and click the Paste icon.

      The folder is pasted.

   The folder is copied to the new location.

5. Move a folder, as follows:
   1. Select the folder to move and click the Cut (scissors) icon.

      For example, to move the "Bananas" folder, select it and click the Cut icon.

   2. Select the folder that you want to be the new parent folder for the folder you are moving and click the Paste icon.

      The folder is pasted.

   The folder is moved to the new location you selected.

6. Delete a folder, as follows:
   1. Select the folder to delete and click the Delete (trash can) icon.

      For example, to delete the "Temp" folder, select it and click the Delete icon.

   2. When prompted, confirm the deletion.

   The folder is deleted.

You have created and maintained folders.