Compliance Configuration

By accessing the administrative features of Compliance Management, you can create Compliance Strategy Templates, which enables you to create Inspection Plans.

1. In the module navigation menu, select Admin > Application Settings > Inspection Management.
2. Select Compliance Configuration.
   The Compliance Configuration workspace appears.

1. Access the administrative features of Compliance Management.
2. In the Compliance Templates section, select the name of the Compliance Strategy Template that you want to access.
   The Compliance Strategy Template datasheet appears, displaying the Template Details section.

1. Access the Compliance Strategies workspace.
2. In the Compliance Templates section, select .
   The Compliance Strategy Template datasheet appears, displaying the Template Details section.
3. In the datasheet, enter values in the available fields.
   Note:

   • In the Compliance Category Name drop-down, you can add a new Compliance Category by entering a name in the Add Caption field.
   • When you select a policy to link to the Compliance Strategy Template, you must select a policy that has the same family as the Compliance Strategy Template.
   • You can select the Policy Link field to navigate to the Policy Designer to view or modify the selected policy.
4. Select Save.
   The Compliance Strategy Template is saved.

1. Access the administrative features of Compliance Management.
2. In the Compliance Templates section, next to the name of the Compliance Strategy Template that you want to delete, select the check box.
3. Select .
   A window appears, asking you to confirm that you want to delete the Compliance Strategy Template.
4. Select Yes.
   The Compliance Strategy Template is deleted.

1. Access the Compliance Strategy Template to which you want to add assets.
2. Select the Assets tab.
   The Assets section appears, displaying a list of assets associated with the selected Compliance Strategy Template.
3. In the Assets section, select .
4. In the drop-down list box, select an option:

   Add an Asset	Actions
   Via Finder	In the Hierarchy Finder window, navigate to the asset that you want to add. Next to each asset that you want to add to the Compliance Strategy Template, select the . The selected assets appear in the Hierarchy Finder window. Select OK.
   Via Query	In the Add Assets to <Asset ID> window, next to each query that you want to use to search for assets to add to the Compliance Strategy Template, select the check box, and then select Next. Note: After you select the first query and assets, the query that you selected is stored in the Asset Lookup Query field of the Compliance Strategy Template record. Subsequent uses of the Add Asset via Query tool will use the previously selected query by default. Additionally, the results of this query are used in the Assets without Templates section of the Compliance Management Overview page. To use a different query in the Add Asset via Query tool, select Previous, and then select a query from the catalog. When you use a query to select assets, one of the output fields of the query must be the entity key for an asset. The field in the query must be named ASSET_ENTY_KEY. If you have already added assets to the Compliance Strategy Template, you can filter the query results using a WHERE parameter; the entity key of the template must be TEMP_ENTY_KEY. The Select Assets section appears, displaying the results of the query that you selected. In the Select Assets section, next to each asset that you want to add, select the check box. Select Finish.

   The selected assets appear in the Assets section.

   Important:

   • When you select assets to add, you must select assets that are in the same family as the defined asset family for the template. Additionally, you cannot add the same asset more than once.
   • When you are adding assets to the Compliance Strategy Template, the assets listed in the Hierarchy Finder and the queries listed are site filtered.

   

   Tip: If one or more assets cannot be added to the Compliance Strategy Template, an error message will appear. You can select the error to view a list of assets that were not successfully added to the template.

1. Access the Compliance Strategy Template from which you want to delete assets.
2. Select the Assets tab.
   The Assets section appears, displaying a list of assets associated with the Compliance Strategy Template.
3. Next to each asset that you want to delete, select the check box.
4. Select .
   A window appears, asking you to confirm that you want to delete the asset.
5. Select Yes.
   The asset is deleted from the Compliance Strategy Template.

1. Access the Compliance Strategy Template to which you want to map a policy.
2. Select the Policy Mapping tab.
   The Policy Mapping section appears, displaying a list of families and policy nodes.
3. Next to the family that you want to modify, in the Policy Node box, enter the name of the policy node that you want to map to the family.
   Note: The policy node that you map to the family should be an entity node that is part of the policy that you linked to the Compliance Strategy Template.
4. Select .
   The policy mapping is saved.