In Knowledge Management, the Automated Policies feature provides a set of default automated policies that allow you to manage knowledge for your organization more efficiently and effectively. An automated policy describes the condition by which documents are flagged for correction and promoted to publication or retirement throughout the various stages of the document lifecycle process. For example, you can specify the "fix broken links" default policy that matches documents found in the knowledge base with broken links. The task of fixing the problem can be assigned to an analyst.
The Automated Policies List page contains the details of the policies you can manage. To display this page, select the Administration tab, Knowledge, Automated Policies.
Each policy contains a stored query that executes when documents are matched during processing. After processing completes, a Lifecycle Policy report appears on the CA SDM Scoreboard. To view a report, select Knowledge Documents, Automated Policies. From the scoreboard, the analyst can manage their own documents, and by default, the administrator can manage all documents for each role.
To implement the reports, you must run a batch process with the Automated Policies Scheduler. The scheduler runs on the following CA SDM server, depending upon the configuration and displays the data required to view the reports.
When you are finished, run the Knowledge Report Card.
To run the Automated Policies Scheduler
The Automated Policies Scheduler appears.
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