Assigning Policies to Products

Click + Assign Policies on the Applied Policies card on the Product Details page to open the Assign Policies page. Use the Assign Policies page to select the policies you wish to apply to the selected product. Policies selected here display on the Applied Policies card when finished.

If the product already has assigned policies, click Edit on the Applied Policies card to open the Assign Policies page.

The Product Name, Content Source Alias, and Line of Business appear at the top of the page for your reference. These data items cannot be changed.

The previously selected applicabilities also display on this page for your reference. You may select different applicabilities for the product.

Note:

The available policies are filtered as you change applicabilities, so if you change applicabilities on the product, your selected policies may be affected and you may need to select different policies.
You may choose to leave any applicability as Not Selected.

Select the policies you wish to assign to this product, using the drop down arrows to select an applicability a policy for each policy type option.

Note: The availability of policies is predetermined when your organization defines, develops, and deploys the Expere Knowledge Base content. This is often completed with the assistance of Professional Services.

Important: IRA policies should not be combined with non-IRA policies.

Click Save to save your assigned policies. Click Cancel to abandon your changes and return to the Product Details page.