Confidentiality Management (InfoGov) > Policy Center > Settings > Policy Types

Policy Types

Milan includes a set of default policy types that correspond to the most common kinds of ethical walls used in law firms. However, in many cases you will need to modify or create new policy types in order to create policies that meet your specific needs.

Policy types can be created via the Add New Custom Policy Type wizard, which can be opened by clicking the Add New Policy Type button at the top right corner of the Policy Types tab.

Add New Custom Policy Type/Edit Policy Type Wizard

In order to create or edit a policy type, you must step through and fill out the following three screens.

Policy Type

Field

Description

Policy Type Name

The name by which the policy type will be identified in Policy Center.

Description

Text that appears below the Policy Type Name in the Select Policy Type drop-down menu.

Base Policy Type

The policy type on which the custom type will be based. From the drop-down menu, you can choose Inclusionary, Exclusionary, Contractor, or Competitive.

Self-Service

If the Base Policy Type is set to Inclusionary, you can specify who can approve requests for access to documents covered by the policy.

Option	Description
No Self-Service Permitted	Users cannot make self-service requests for documents affected by the policy.
Approved By Matter Owner	Only the user specified as the matter owner of the corresponding matter team will receive self-service notifications and be able to approve access requests.
Approved By Matter Team	Any member of the corresponding matter team can approve a self-service request.
Approved By Risk Team	Any member of the risk team can approve a self-service request.
Anyone	Users will be granted access to a document immediately after making a self-service request.

Access Level

Specifies whether the policy will be applied to clients or matters.

Option	Description
Client level	The policy will be applied to all matters belonging to a specific client.
Matter level	The policy will be applied to a specific matter.

Is Secretary Pairing Allowed

Specifies whether secretaries of attorneys added to the policy should also be included in the policy. For more information on secretary pairing, see Import Attorney Secretary Relationship Service.

Policy Systems

The system to which the policies will be applied. Items listed in this drop-down menu must be configured from Policy Systems.

Notification Settings

Field

Description

Draft Policy Templates

The default email template sent to the addresses specified in the application setting draft-policy-Notification-emailList when a new draft policy has been created. The drop-down menu lists all notification templates of the type Draft Policy Template.

From Address

The address that will be displayed in the From field for all notifications related to this policy.

Notify Team/Wall for newly created policies with this policy type

Option	Description
Yes	Enable email notifications for matter team members.
No	Disable email notifications.

Notification Send Option

Specifies when notifications related to the policy should be sent.

Option	Description
Automatically on policy creation	All notifications are sent immediately after creating the policy.
Manually after policy creation	No notifications are sent to when the policy is created. To notify users, you must open the policy from the Home tab and select the appropriate notification type from the More Action → Notification Option menu.

Enable Recurrence Acknowledgment

Periodically resend acknowledgment notifications to the team. When this option is enabled, you can schedule notifications to be sent on either:

A specific day every n months
The date the policy was created every n years

Notify Team/Wall Templates

Choose an email message template from the drop down menu that can be used to notify team members about the creation of the policy.

Warning: If you enable team/wall notifications in an existing policy type from which policies have already been created, users in those policies will not receive notifications unless you manually set a default template from the policy detail page (see Viewing and Updating Policies).