Creating a Policy Template from Scratch

A policy is made of tracking groups and data sources. The tracking groups determine what information you want to identify as well as how to label the files that contain the information. Data sources identify the locations that should be scanned using the policy.

1. Click Govern in the navigation menu on the left.

2. Click Policies.

3. Click Create a policy on the Policies tab. The Create new policy modal appears.

4. Enter a name for the policy you are creating. This is the name that displays in the Policies list.

5. Click Create. The Tracking groups page appears.

6. Select a risk level.

7. Enter a name for this tracking group.

8. Enter the cost per incident, if desired.

9. Add assignment rules.

10. Click + to add additional assignment rules.

11. Select the actions you want to apply to the tracking group.

12. Click Apply changes to save the tracking group.

13. Click + under the tracking group you just created to add another tracking group. Repeat the steps above for all the tracking groups you want to create.

14. Click Data sources.

15. Assign a data source to the policy.