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Governance rules
Governance rules

Governance rules

You can create a governance rule to describe the criteria for compliance with business objectives.

Required permissions To create, edit, or delete a governance rule, you must have this user permission:

  • Access governance artifacts

Additionally, you must have one of these category collaborator roles in the primary category for the governance rule:

  • Admin
  • Owner
  • Editor
  • A custom role with the permission to create, edit, or delete governance rules.

To create a goverance rule:

  1. Open Governance > Rules.
  2. Select one of the available options to create a rule:

    • Click New rule.

      1. Select Governance rule to create a rule that describes the criteria for compliance with business objectives.
      2. Provide the name, a category, and optionally a description for the new rule and save as draft.
      3. Complete the information about the governance rule as required. Your changes are immediately saved.
      4. To get the governance rule published, send it for approval. For more information, see Workflow.
    • Click Import from file.

      1. Select the CSV file with your definitions and click Next.
      2. Select a merge option. You can choose to replace all values, only defined values, or only empty values. Then, click Import. The governance rules are imported as drafts.
      3. Click Go to task to navigate to your task inbox. Here, you can complete the information for each of the imported rules. To get the governance rules published, send them for approval. For more information, see Workflow.

      For more information about importing governance rules, see Importing governance artifacts.

    Until a governance rule is published, it shows up as a draft on the Draft tab.

When you work on a governance rule:

Learn more

Parent topic: Governance rules

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