Use a Template to Create a Policy

You can use a policy template to create a policy. All settings in the template are copied to the policy. You can customize the settings as required.

Create a Policy From a Template

Click the Templates or Tags node in the Navigation pane and move the desired template to the Policies node.

From under the Templates node, templates can be moved to the Policies node via drag-and-drop or with the right-click Copy and Paste options.
From under the Tags node, templates can be moved to the Policies node via the right-click Copy and Paste options.

The policy will be disabled but will contain all of the preconfigured settings.

Follow the steps to customize a policy that was created from a template.

Step 1 – Click Policies in the Navigation pane and open the policy you created from a template.

Step 2 – If desired, on the General Tab select the Active At Specified Times option and then set the schedule.

CAUTION: Use cation with all Lockdown/Blocking Templates! Blank filters result in everything being locked down or blocked.

Step 3 – On the Event Type Tab, configure the Event Filters that are specific to each environment.

Remember, Each filter tab acts like an "AND" statement for the filter. Any filter tab left blank is treated like an "ALL" for that filter set.

Step 4 – If desired, on the Actions Tab assign any actions to be a part of this policy.

Step 5 – Return to the General Tab and check the Enabled box to activate the policy. Click Save.

When the last step is completed, this policy is sent, real-time, to the individual Agents and becomes active.