Knowledge Documents › View Automated Policies

View Automated Policies

Administrators can view the Document Lifecycle Policy Reports generated by the automated policies on the Document List page. Each report is role-specific and provides administrative information about the documents that are flagged for correction and promoted to publication or retirement throughout the various stages of the document lifecycle process.

Note: If you are using multi-tenancy, a tenant drop-down list appears on search filters. If you select <empty> in this drop-down list, the search is public. A tenant column also appears on list pages throughout the tab.

To display automated policies

1. On the Service Desk tab, browse to Knowledge Documents, Automated Policies.
2. Do one of the following:
   • Expand the My Documents folder to reveal nested folders for your assigned items.
   • Expand the All Documents folder to reveal nested folders for all items.
3. Select the folder that you want to see.

   The Document List page displays the following columns:

   Title

   Displays the title of the document that is either flagged for correction or promoted for publication or retirement.

   Policy/Actions

   Displays the policy name and action content defined for the policy.

   Attributes

   Displays the properties of the document that are affected by the policy it is assigned to.

4. (Optional) Click Show Filter and complete one or more of the fields to specify search criteria that restrict the list to the issues of interest.

   See Automated Policies Search Fields for field definitions.

5. Click Search.

   The Document List page displays summaries of the documents that match your search criteria.

6. (Optional) Right-click the title to edit a policy. The selected policy opens in the Policy Update window. See Edit Automated Policies for more information.

More information:

Search for Automated Policies

Edit Automated Policies