Managing policies
A policy describes how data should be consumed. It is based on the rules you define. You can design, structure, and establish policies separately and independently.
Policies are artifacts that you can create, view, edit, rename, publish, delete, or import.
Required permissions
To create, edit, or delete a policy, 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 policy to create, edit, or delete it:
- Admin
- Owner
- Editor
- A custom role with the permission to create, edit, or delete a policy.
Open Governance > Policies, then:
- Click New policy to create a new policy and complete the information about this policy. You can then decide to:
- Save the policy as a draft on the Draft tab.
- Send the policy for approval. See Workflow.
When you work on a policy:
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Refer to the general information on managing governance artifacts.
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Organize the policy in categories and hierarchies.
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Add subpolicies to the policy.
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Add governance rules to the policy.
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Add data protection rules to the policy.
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View and edit custom properties and relationships. If custom relationship types are defined, you can see and edit those relationships in the Details section.
Learn more
Parent topic: Policies