Create a PaCE policy version

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • Create a version from scratch at any time for any of your existing PaCE policies.

    Before you begin

    Role required: sn_pace.admin

    About this task

    Note:
    Your administrator may have pre-configured policy versions that contain default caller and mapping inputs. You may not be able to edit these input variables, but you can add new inputs, as required.

    Procedure

    1. Navigate to All > Policies > My Policies.
      Note:
      To view all policies generated by admin/other users, navigate to Policies > All Policies.
    2. Click the policy name for the policy that you want to add a new version to.
    3. In the Policy Details page, click the Versions tab.
    4. Click New.
      The New version page appears.
    5. Select the New blank version tile or an existing policy template, then Create.
      Templates can be filtered by most used, alphabetically, state, and type. By default, inactive templates are hidden.
    6. Clear the Is low code check box.
    7. Optional: In the Create New Policy Version form, add a description in the Description field. New version form.
      Note:
      The Description field is the only editable field in the form. The version and revision numbering cannot be modified and are automatically assigned.
    8. Click Save.

    What to do next

    The policy version is saved and the version is assigned a number according to policy numbering. You can: