Creating New Policies

Policy Details

Field	Description	Required
Policy Name	A descriptive name for the policy. Note: Because Milan identifies policies by a numeric Policy ID that is automatically generated when a policy is created, names do not have to be unique.
Select Policy Type	A drop-down menu from which you can select a policy type. See the following items for descriptions of the wizard steps that correspond to each default policy type.
Requested By	The WorkSite user who requested the policy. Within Milan, this person is also referred to as the policy owner.
Comment	Additional information regarding the policy.
Attach Supporting Documents	Click Select File to browse for and attach a document related to the policy. Only documents with a file extension of JPG, JPEG, PNG, GIF, BMP, TXT, DOC, DOCX, PPT, PPTX, XLS, XLSX, PDF, or NRL are allowed. Tip: You can attach additional files to the policy after saving it via the More Action Menu on the Policy Detail page. Note: Policy attachments are saved to the path specified in the application setting policy-document-path.

Immune List

The Immune List step allows you to create a policy-specific immune list, which prevents listed users from being automatically added to the policy by the Timekeeper Sync Service.

Tip: Users and groups can be exempted from all policies by including them in the global immune list, which can be configured from Policy Center → Settings → Global Immune List.

To create an immune list, toggle Do you want to add User/Group ID to immune list so not to be automatically added to policy? to Yes, which results in the following items being displayed.

Field	Description
Search User/Group	Allows you to search for a user or group based on their name or user ID. After selecting one or more users or groups, click Add to include them in the immune list. Note: When adding more than one user or group at a time, the reason that you provide is applied to all selected users or groups.
Immune List	A list of all users and groups to exempt from the policy. To cancel an exemption, click the user or group's Remove button. Note: If the policy's type is competitive exclusion, when prompted for a reason, you must also select whether the exemption will apply to the entire policy, side A, or side B.

Review & Save

You can confirm all details for the policy on the final screen, Review & Save.

Click Save Policy to create the policy and close the wizard.
If you would like to change one or more settings before saving, click Go to Previous Step until you reach the desired screen.

Note: Configured options are preserved while moving between completed steps.

Client Competitive Exclusion Policy

Client - Side A

Tab	Field	Description
Clients	Search Client	Allows you to search for a client based on its name or number. After selecting one or more clients, click Add to include them in the following list.
Clients	Client - Side A List	A list of clients to add to side A of the policy. To confirm which users have access to a client, click View Team to display the Users in access for this Client/Matter(s) dialog. To remove a client from the list, click its Remove button.
Policy Rules	Search PolicyRule	Allows you to search through all existing client policy rules. After selecting one or more policy rules, click Add to include them in the list.
Policy Rules	Policy Rule List	A list of all client policy rules that have been added to the policy.

Client - Side B

Allows you to specify one or more clients for side B of the policy. All fields are the same as in the Client - Side A step.

Client Confidentiality Policy

Add Client

Tab	Field	Description
Clients	Search Client	Search for a client based on its name or client number. After selecting one or more clients, click Add to include them in the following list.
Clients	Client List	A list of clients to which users and groups specified in the Add User/Group step will be granted access. To remove a client from the list, click its Remove button.
Policy Rules	Search PolicyRule	Search for a client policy rule based on its name or description. After selecting one or more policy rules, click Add to include them in the policy rule list.
Policy Rules	Policy Rule	A list of all client policy rules that have been added to the policy.

Add User/Group

Tab	Field	Description
User/Group(s)	Search User/Group	Search for a user or group based on their name or user ID. After selecting one or more users or groups, click Add to include them in the following list.
User/Group(s)	User/Group List	A list of users and groups to add to the matters teams of matters associated with the clients specified in the Add Client step. To remove a user or group from the list, click its Remove button.
Policy Rules	Search PolicyRule	Search your existing policy rules that return users or groups. After selecting one or more policy rules, click Add to include them in the list.
Policy Rules	Policy Rule List	A list of all user or group policy rules that have been added to the policy. To remove a policy rule, click the red icon in the rightmost column.

Enforcement Options

Option	Description
Do you want to apply this policy for all the active matters?	Specifies whether to apply the policy to all matters (Yes) or only matters created after the creation of the policy (No).
Do you want to exclude some matters from this list?	Toggling this option to Yes enables the Select Matters section, which allows you to exempt specific matters from the policy.
Search Matter	A searchable drop-down menu from which you can select a matter to exempt from the policy. Only matters for the clients specified in Add Client are listed.
Matter List	A list of matters to exempt from the policy. To cancel a matter exemption, click Remove.

Client Confidentiality Policy With Acknowledgment

Creating a Client Confidentiality Policy With Acknowledgment is the same as creating a Client Confidentiality Policy but with two additional notification-related steps.

Acknowledgment Options

Field	Description
Do you require acknowledgment of policy before someone can start working on selected matters ?	Specifies whether users will be added to the matter team immediately (No) or only after responding to the acknowledgment request (Yes)
Acknowledgment Recipients	A list of all users who will receive an acknowledgment request. Although all users in the team are included in the list by default, you can remove a potential recipient by clicking their Remove button. Note: If you return to the previous step, the list resets to the default recipients.

Notification Text

Field	Description
Notification Template	A drop-down menu from which you can select the appropriate Notify Team Template.
Subject	The subject line of the email notification.
Notification Send Option	A drop-down menu from which you can select to either send notifications Automatically on policy creation or Manually after policy creation.
Add Attachment	The address of a local file to attach to the notification. To specify an attachment, click Select File, navigate to the desired file, and click Open.
Body	The contents of the notification template selected above. To view the notification with all variables replaced with sample data, click Preview. For a full list of supported variables, see Email Template Variables.

Client Contractor Policy

Add Client

Tab	Field	Description
Clients	Search Client	Search for a client based on its name or client number. After selecting one or more clients, click Add to include them in the following list.
Clients	Client List	A list of clients from which users and groups specified in the Add User/Group step will be excluded. To remove a client from the list, click its Remove button.
Policy Rules	Search PolicyRule	Search for a client policy rule based on its name or description. After selecting one or more policy rules, click Add to include them in the policy rule list.
Policy Rules	Policy Rule	A list of all client policy rules that have been added to the policy.

Add User/Group

Tab	Field	Description
User/Group(s)	Search User/Group	Search for a user or group based on their name or user ID. After selecting one or more users or groups, click Add to include them in the following list.
User/Group(s)	User/Group List	A list of external users and groups to which access should be granted for the clients specified in the Add Client step. To remove a user or group from the list, click its Remove button.
Policy Rules	Search PolicyRule	Search your existing policy rules that return users or groups. After selecting one or more policy rules, click Add to include them in the list.
Policy Rules	Policy Rule List	A list of all user or group policy rules that have been added to the policy. To remove a policy rule, click the red icon in the rightmost column.

Client Exclusion Policy

Add Client

Tab	Field	Description
Clients	Search Client	Search for a client based on its name or client number. After selecting one or more clients, click Add to include them in the following list.
Clients	Client List	A list of clients from which users and groups specified in the Add User/Group step should be excluded. To remove a client from the list, click its Remove button.
Policy Rules	Search PolicyRule	Search your existing policy rules that return clients. After selecting one or more policy rules, click Add to include them in the policy rule list.
Policy Rules	Policy Rule	A list of all client policy rules that have been added to the policy.

Add User/Group

Tab	Field	Description
User/Group(s)	Search User/Group	Search for a user or group based on their name or user ID. After selecting one or more users or groups, click Add to include them in the following list.
User/Group(s)	User/Group List	A list of users and groups to exclude from the clients specified in the Add Client step. To remove a user or group from the list, click its Remove button.
Policy Rules	Search PolicyRule	Search for a user or group policy rule based on its name or description. After selecting one or more policy rules, click Add to include them in the list.
Policy Rules	Policy Rule List	A list of all user or group policy rules that have been added to the policy. To remove a policy rule, click the red icon in the rightmost column.

Note: If a user is in an inclusionary policy for one of the clients specified on the Add Client screen, selecting that user from the Search User/Group drop-down menu will result in a warning. However, you are still free to add the user to the policy.

Enforcement Options

Option	Description
Do you want to apply this policy for all the active matters?	Specifies whether to apply the policy to all matters (Yes) or only matters created after the creation of the policy (No).
Do you want to exclude some matters from this list?	Toggling this option to Yes enables the Select Matters section, which allows you to exempt specific matters from the policy.
Search Matter	Search for a matter to exempt from the policy. The drop-down menu only lists matters for the clients specified in Add Client.
Matter List	A list of matters to exempt from the policy. To cancel a matter exemption, click Remove.

Client Competitive Exclusion Policy

Matter - Side A

Tab	Field	Description
Matters	Search Matter	Search for a matter based on its name or matter number. After selecting one or more clients, click Add to include them in the following list.
Matters	Matter - Side A List	A list of matters that have been added to side A of the policy. To confirm or modify who is in the matter's existing team, click View Team to display the Users in access for this Client/Matter(s) dialog. To remove a client from the list, click its Remove button.
Policy Rules	Search PolicyRule	Search for a matter policy rule based on its name or description. After selecting one or more policy rules, click Add to include them in the list.
Policy Rules	Policy Rule List	A list of all client policy rules that have been added to the policy.

Matter - Side B

Allows you to specify one or more matters for side B of the policy. All fields are the same as in step Matter - Side A.

Contractor Policy

Add Matter

Tab	Field	Description
Matters	Search Matter	Search for a matter based on its name or number (i.e., alias). After selecting one or more clients, click Add to include them in the following list.
Matters	Matter List	A list of matter to which the contractors specified in the Add User/Group step will be allowed access. To remove a matter from the list, click its Remove button.
Policy Rules	Search PolicyRule	Search for a matter policy rule based on its name or description. After selecting one or more policy rules, click Add to include them in the list.
Policy Rules	Policy Rule	A list of all matter policy rules that have been added to the policy.

Add User/Group

Tab	Field	Description
User/Group(s)	Search User/Group	Search for an external user or group based on their name or user ID. After selecting one or more users or groups, click Add to include them in the following list.
User/Group(s)	User/Group List	A list of users and groups to include in the policy. To remove a user or group from the list, click its Remove button.
Policy Rules	Search PolicyRule	Search for a user or group policy rule based on its name or description. After selecting one or more policy rules, click Add to include them in the list.
Policy Rules	Policy Rule List	A list of all user or group policy rules that have been added to the policy. To remove a policy rule, click the red icon in the rightmost column.

Exclusion Policy

Add Matter

Tab	Field	Description
Matters	Search Matter	Search for a matter based on its name or matter number. After selecting one or more clients, click Add to include them in the following list.
Matters	Matter List	A list of matters that have been added to the policy. To remove a client from the list, click its Remove button.
Policy Rules	Search PolicyRule	Search for a matter policy rule based on its name or description. After selecting one or more policy rules, click Add to include them in the list.
Policy Rules	Policy Rule List	A list of all matter policy rules that have been added to the policy.

Add User/Group

Tab	Field	Description
User/Group(s)	Search User/Group	Search for a user or group based on their name or user ID. After selecting one or more users or groups, click Add to include them in the following list.
User/Group(s)	User/Group List	A list of users and groups to exclude from the matters specified in the Add Matter step. To remove a user or group from the list, click its Remove button.
Policy Rules	Search PolicyRule	Search for a user or group policy rule based on its name or description. After selecting one or more policy rules, click Add to include them in the list.
Policy Rules	Policy Rule List	A list of all user or group policy rules that have been added to the policy. To remove a policy rule, click the red icon in the rightmost column.

Note: If a user is in an inclusionary policy for one of the matters specified on the Add Matter screen, selecting that user from the Search User/Group drop-down menu will result in a warning. However, you are still free to add the user to the policy.

Notification Text

Field	Description
Notification Template	A drop-down menu from which you can select the appropriate Notify Wall Template.
Subject	The subject line of the email notification.
Notification Send Option	A drop-down menu from which you can select to either send notifications Automatically on policy creation or Manually after policy creation.
Add Attachment	The address of a local file to attach to the notification. To specify an attachment, click Select File, navigate to the desired file, and click Open.
Body	The contents of the notification template selected above. To view the notification with all variables replaced with sample data, click Preview. For a full list of supported variables, see Email Template Variables.

Matter Confidentiality Policy

Add Matter

Tab	Field	Description
Matters	Search Matter	Search for a matter based on its name or matter number. After selecting one or more clients, click Add to include them in the following list.
Matters	Matter List	A list of matters that have been added to the policy. To remove a client from the list, click its Remove button.
Policy Rules	Search PolicyRule	Search for a matter policy rule based on its name or description. After selecting one or more policy rules, click Add to include them in the list.
Policy Rules	Policy Rule List	A list of all matter policy rules that have been added to the policy.

Add User/Group

Tab	Field	Description
User/Group(s)	Search User/Group	Search for a user or group based on their name or user ID. After selecting one or more users or groups, click Add to include them in the following list.
	Add Client	A list of clients from which users and groups specified in the Add User/Group step will be excluded. To remove a client from the list, click its Remove button.
	Browse all users billing time for selected clients and matters	A link that opens the Suggested Billing Team User/Group(s) dialog.
Policy Rules	Search PolicyRule	Search for a user or group policy rule based on its name or description. After selecting one or more policy rules, click Add to include them in the list.
Policy Rules	Policy Rule List	A list of all user or group policy rules that have been added to the policy. To remove a policy rule, click the red icon in the rightmost column.

Matter Confidentiality Policy With Acknowledgment

Creating a Matter Confidentiality Policy With Acknowledgment is the same as creating a Matter Confidentiality Policy but with two additional notification-related steps.

Acknowledgment Options

Field	Description
Do you require acknowledgment of policy before someone can start working on selected matters ?	Specifies whether users will be added to the matter team immediately (No) or only after responding to the acknowledgment request (Yes).
Acknowledgment Recipients	A list of all users who will receive an acknowledgment request. Although all users in the team are included in the list by default, you can remove a potential recipient by clicking the corresponding Remove button.

Note: If you return to the previous step, the Acknowledgment Recipients list resets to the default recipients.

Notification Text

Field	Description
Notification Template	A drop-down menu from which you can select the appropriate Notify Team Template.
Subject	The subject line of the email notification.
Notification Send Option	A drop-down menu from which you can select to either send notifications Automatically on policy creation or Manually after policy creation.
Add Attachment	The address of a local file to attach to the notification. To specify an attachment, click Select File, navigate to the desired file, and click Open.
Body	The contents of the notification template selected above. To view the notification with all variables replaced with sample data, click Preview. For a full list of supported variables, see Email Template Variables.

Mixed Exclusion Policy

Add Client/Matter

Tab	Field	Description
Matters	Search Client-Matter	Search for either a client or matter based on its name or number. After selecting one or more clients or matters, click Add to include them in the following list.
Matters	Client/Matter List	A list of client and matters that have been added to the policy. To remove a item from the list, click Remove.
Policy Rules	Search PolicyRule	Search for a client or matter policy rule based on its name or description. After selecting one or more policy rules, click Add to include them in the list.
Policy Rules	Policy Rule List	A list of all client and matter policy rules that have been added to the policy.

Add User/Group

Tab	Field	Description
User/Group(s)	Search User/Group	Search for a user or group based on their name or user ID. After selecting one or more users or groups, click Add to include them in the following list.
	User/Group List	A list of users and groups to exclude from the clients and matters specified in the Add Client/Matter step. To remove a user or group from the list, click Remove.
	Browse all users billing time for selected clients and matters	A link that opens the Suggested Billing Team User/Group(s) dialog.
Policy Rules	Search PolicyRule	Search for a user or group policy rule based on its name or description. After selecting one or more policy rules, click Add to include them in the list.
Policy Rules	Policy Rule List	A list of all user or group policy rules that have been added to the policy. To remove a policy rule, click the red icon in the rightmost column.

Note: If a user is in an inclusionary policy for one of the clients or matters specified on the Add Client/Matter screen, selecting that user from the Search User/Group drop-down menu will result in a warning. However, you are still free to add the user to the policy.

Creating New Policies

Create New Policy Wizard

Common Steps

Policy Type-Specific Steps