Confidentiality Management (InfoGov) > Policy Center > Viewing and Updating Policies

Viewing and Updating Policies

Active, inactive, and draft policies can be viewed and modified on the Policy Detail page (.../milan/policycenter/PolicyDetail.aspx).

To access the page, go to the Home tab in Policy Center and either:

Click a policy's name in the Policy Description column to open the Policy Detail page in view mode.
Click the Edit button for a policy to open the Policy Detail page in edit mode.

Once on the detail page for a policy, you can:

Confirm the policy's configuration without making any changes.
Edit the policy.
Delete the policy.

To delete a policy:

Click Edit to set the page to edit mode.
Scroll to the bottom of the page and click the Delete Policy button.
In the confirmation dialog, select one of the following options and click Delete.
- Delete policy, do not remove users/groups security access from selected clients/matters, and do not enforce going forward.
- Delete policy, open content to everyone, and leave users/groups in place so matter team rights can be enforced in the future.
- Delete policy, open content to everyone, and delete users/groups from selected clients/matters.

Option
Delete policy, do not remove users/groups security access from selected clients/matters, and do not enforce going forward.	Preserve existing security
Delete policy, open content to everyone, and leave users/groups in place so matter team rights can be enforced in the future.	Make matters public and preserve matter teams
Delete policy, open content to everyone, and delete users/groups from selected clients/matters.	Make matters public and remove matter teams

Policy Summary and Status

General information regarding the selected policy is displayed at the top of the page.

Field	Description	Editable
Policy Name	The name of the policy.
Policy Type	The policy type.
Created By	The user account of the person who created the policy.
Created Date	The date on which the policy was created.
Requested By	The User ID of the person who requested the policy. This person is also known as the Policy Owner.
Eventing Status	Indicates the status of the policy in relation to its application to the relevant policy systems. Clicking the link opens the Eventing Status log for the policy.
Policy Status	Specifies whether the policy is active, inactive, or a draft.
Auto-notification	Specifies whether email notification are sent automatically when a new user is added to the policy.
Filter Inactive Users from Lookups	Specifies whether disabled users are returned when searching in the Search User/Group for users to add to the policy or immune list.
Self-Service	Specifies who can approve self-service requests for documents affected by the policy. This setting, which is only applicable to inclusionary policies, is inherited from the policy type and cannot be changed in the policy.
Enforcement Option	Specifies whether the policy is applied to new matters (in relation to the policy's Created Date) or all matters. This setting is only applicable to client-level policies and cannot be changed.
Policy ID	The policy's unique numeric identifier.

More Action Menu

You can perform operations related to the policy by clicking the More Action menu button below the policy summary. The availability of menu items depends on the policy's type and whether the page is in view or edit mode.

Menu Item		Description
Policy Log		Opens the Policy Audit Log page for the selected policy.
Notification Option	Team	Sends the Notify Team email to all people who are included in the team.
	Notify Selected Users/Groups	Sends the Notify Team email to all users who have been checked in the User/Group(s) section.
	Acknowledged Users	Resends the acknowledgment request email to all users who have already acknowledged the policy.
	Unacknowledged Users	Resends the acknowledgment request email to all users who have yet to acknowledge the policy.
	Add/Edit Notification	Opens the Notification Template dialog, from which you can select and edit the Notify Team template used by the policy.
	Add/Edit Attachment	Opens the Attach Supporting Document dialog, which allows you specify a file to attach to the policy. If the policy already has a supporting document, you can select a different file to replace it.

Selected Email Template

If the policy's type has Notify Team/Wall for newly created policies with this policy type enabled, a Selected Email Template section is displayed immediately under the More Action menu. Clicking this section, which is collapsed by default, reveals a preview of the notification template used by the policy. If you would like to edit the template, select Notification Option → Add/Edit Notification from the More Action menu while the page is in edit mode.

Additional Comments

Clicking the Additional Comments section displays the comments associated with the policy. When the page is in edit mode, the comment is displayed in an editable text box.

Note: Each policy only has one comment field. If you need to include more than one comment, insert them as new lines before or after the existing comments.

Client/Matters

All clients or matters that have been added to the policy are listed under Client/Matter(s) associated with this policy.

View Mode

Field	Description
Search	Filters the list of clients or matters to items where the search term appears anywhere in either the number or description.
View Team and Excluded Users	Opens the Users associated with Client/Matter dialog, which allows you to confirm who has been granted or denied access to the selected client or matter.

Edit Mode

Tab	Field	Description
Client/Matters	Search Client/Matter	Allows you to search for 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.
Client/Matters	Client/Matter List	A list of clients or matters affected by the policy. In addition to the View Team and Excluded Users button, a Remove button is also available when editing.
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.

Note: Policies based on the competitive exclusion type have two Client/Matters sections: Client/Matters - Side A and Client/Matters - Side B.

Users associated with Client/Matter dialog

The Users associated with Client/Matter dialog allows you to confirm who has access (Access Users), who has been denied access (Excluded Users), and who has billed hours for the selected matter (Worked Users).

The Access Users and Excluded Users tabs list the following information for each user:

Column	Description
User ID	The person's user name.
Full Name	The person's full name.
Title	The person's title.
Office	The office with which the person is associated.
Policy Name	The name of the policy that grants or denies access to the user. Clicking the link opens the detail page for the policy in a new tab or window.
Reason	Describes how the person was granted or denied access to the client or matter.
Created by	The user who created the policy specified in Policy Name.

The Worked Users tab lists all users (and their secretaries) whose billed hours for the selected client or matter exceed the number of hours specified in either the billing-matterteam-hours or billing-exclusion-hours application settings.

Note: Users listed on the Worked Users tab are determined by the RecentBillingUsers script, which can be customized.

Policy Rules

The Policy Rules tab next to Client/Matters lists all client or matter policy rules that have been added to the policy.

To add a client or matter policy rule to the policy:

Click Add to open the Add Policy Rule dialog.
Select a policy rule from the Select Rule drop-down menu.
Click Save.

Excluded Matter List

The Excluded Matter List section, which only appears in client level inclusionary and exclusionary policies, displays a list of all matters that have been excluded from the policy. When the page is in edit mode, you can add and remove matters to and from the list.

Acknowledgment Recipients

If acknowledgments are enabled in the policy's type, you can expand the Acknowledgment Recipients section to display a list of people who have either received or could potentially receive a notify team (inclusionary) or notify wall (exclusionary) email.

Column	Description
User Portrait	A picture of the recipient.
User ID	The WorkSite ID of the recipient. Clicking the ID opens the user's Policy Center profile.
Role	The recipient's team role.

If the policy's type is configured for manual notifications, a fourth column with a Pending Acknowledgments link is available when the page is in edit mode.

Users/Groups

All users that have been added to the policy are listed under User(s) associated with this policy.

View Mode

Column	Description	Inclusionary	Exclusionary
Check box	Used with the Notify Selected Users/Groups option in the More Action Menu to specify notification recipients.
User Portrait	A picture of the user or group.
User/Group ID	The user or group's WorkSite ID. Clicking the ID opens the user's Policy Center profile.
Full Name	The full name of the user or group. This is only display
Title	The user's title.
Office	The office with which the user is associated.
Role	Not used.
Matter Owner	Indicates whether the user is a matter owner. This is only displayed for inclusionary policies
Date added	The date on which the user or group was added to the policy.

Edit Mode

Column	Description
Notify the user	Click to send the user or group a notify team/wall email.
Remove	Click to remove the user or group from the policy.

Note: When a user who has access to a matter via an inclusionary policy is added to an exclusionary policy that affects the same matter, the user is denied access to the matter in all policy systems and no longer listed in the inclusionary policy. She is not, however, removed from the inclusionary policy. As a result, if the user is later removed from the exclusionary policy, Milan will automatically restore her to the matter team.

Policy Rules

The Policy Rules tab next to Users/Groups lists all user or group policy rules that have been added to the policy. When the page is in edit mode, you can add or remove policy rules to or from the list.

To add a user or group policy rule to the policy:

Click Add to open the Add Policy Rule dialog.
Select a policy rule from the Select Rule drop-down menu.
Click Save.

Users immuned from this policy

All users who are exempt from being automatically added to the policy are listed under Users immuned from this policy.

Column	Description
User/Group Name	The ID of the user or group who has been exempted from the policy.
Reason	The reason for the exemption.
Created by	The user account of the person who added the exemption to the policy.

When the page is in edit mode, Edit and Remove buttons are displayed in the row of each exempted user or group.

To add a user or group to the policy's immune list:

In the Search User/Group field, search for and select one or more users or groups.
Click Add.
In the pop-up dialog, enter an optional comment in the Reason text box.
If you'd like the users or groups to be removed from the security of matters affected by the policy, keep Remove from security set to Yes.
Click Add.