How do I create a policy?

Policies are rules that are checked before a user can complete an action. This includes all policies created by the system, the owning company, as well as policies that are tied to the acting user. The process is as follows:

1. Under the Company Name, Select Policies: Begin by selecting a policy type from the list below or click on the Add Policy button to create a new policy. The type defines the general category of the rule (e.g., Access Control, Content Sharing).

2. Set Conditions: Once you've selected a type, you will set the specific conditions for that policy:

   • Select the Trigger: Begin by selecting a trigger from the list. The trigger defines the business action the policy should be checked during.
   • Add Filters (optional): Select any filters needed. If you only want the policy checked when a SmartCert is in a specific workflow status this is where that can be added. If no filters are set the policy will always run anytime it is triggered.
   • Define Validations: Set specific conditions that must be met to execute a follow-on action if it p.  These are the detailed rules that are evaluated to produce one of three outcomes:
     • Pass: The condition is met.
     • Fail: The condition is not met.
     • Not Applicable: The condition does not apply to this specific situation. (considered a Pass)

The "All or Nothing" Rule: For a user's action to proceed, it must pass all conditions on all relevant policies. If even a single condition results in a "Fail," the entire action will be considered a failure and will be blocked.

Note: Policies can only be accessed by company admins.

For detailed references to policies and automation, view Policies - SmartCert Public Documentation

Have questions or want additional guidance? Contact support at support@smartcert.tech and we'll be happy to assist!