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 can apply to an individual request.

To create a policy

1. Click Catalog, Policies.

   The main Policy Builder page appears.

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

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

   The Add Policy dialog appears.

3. Enter an intuitive name for the policy and click OK.

   Examples include For Laptops under $1,000, For smart phones in the Finance Department, or For All Virtual Machine Requests.

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

4. Enter meaningful details in the Description field.

   An example follows: "Requests of laptops that cost $1,000 or more require approval of the Vice President of Financial Operations."

   Alternatively, you can specify descriptions emphasizing assignees rather than conditions. An example follows: "Requires approval of the Vice President of Financial Operations: Requests of laptops over $1,000."

   Important! Intuitive policy names and meaningful descriptions are critical for efficient use and reuse of policies across your organization!

5. Select either High or Low in the Priority drop-down list.

   Note: 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. Examples include a laptop costing over $1,000 and a request from a user in the Facilities user group or in the Western Sales region. Only if no high-priority policy applies to the request, the system checks for and applies any matching low-priority policies.

6. Select either Active or Inactive in the Status drop-down list.
   • 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.