Policies let you determine how specific definition findings appear on analytics dashboards; you can ignore them completely or place them in a prioritized view.
Before you begin
Role required: admin
You can choose to create policies that label these definition findings as:
- Acceptable as is: Findings remain in the Open Findings table but are excluded from dashboard metrics, health score calculations, and prioritization views. They are not
automatically closed.
- Prioritize: Findings will appear in the Prioritized findings module on analytics dashboards.
Note: Policies match findings based on the Definition field. When creating a policy from a finding, the policy automatically references that definition and will apply to all future findings from the same
definition.
Procedure
-
Navigate to .
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To open the record of a finding that you want to assign a policy to, select its short description.
-
In the Related Links section, select Create a policy for this finding.
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Set the following fields to configure the policy.
| Option | Description |
|---|
| Number |
Auto-generated ID for the policy. |
| Active |
Enable the policy to display in the Finding Policies page (). |
| Status |
Select one of the following:
- None
- Acceptable as is
- Prioritize
Note: None means the policy is defined but not currently affecting findings. Use Acceptable as is to exclude findings from metrics, or
Prioritize to highlight them in dashboards. Inactive policies do not process at all. |
| Order |
Policies are evaluated in order (lowest to highest). The first policy that matches a finding is applied; subsequent policies are not evaluated for that finding. Lower order values have higher
priority. |
| Reason for policy |
Description of why the policy was created. |
-
Select Submit.
When a policy is active, findings matching its criteria display its name in their Policy field. View all findings affected by a policy through the policy record's Findings
related list, or navigate to to manage all policies.