Create a Compliance Policy

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URL Name

Create-a-Compliance-Policy

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A Compliancy Policy will need to be created to start monitoring your workspace's compliance, this may be to check external sharing permissions, if there are disabled owners or to extend a lifecycle if a site or Team is still being used.

The Policy will

Contain the rules you configure and
Define the default schedule of when the policy will run.
Setup Notifications for the policy - Notify rule details and failures

Members of the ProvisionPoint App Manager can configure the Policies. Members of the Service Definition Manager roles can view the Policies but cannot apply changes.

The Policy can be created before rulesets & rules, we recommend creating the rulesets first: Create a Ruleset and Rules

Create a Compliance Policy

Go to Admin > Policies > Compliance Policies
Click + New Compliance Policy

Complete the Policy configuration:

Field name	Description
Name	The name is required and will appear as the Policy name in the timeline activity for your workspace
Description	An optional field giving guidance on what the Policy is for. We recommend filling this in to highlight what it is for for admins
Usage Type	Managed Compliance Policy - to check the state of workspaces registered in ProvisionPoint with the source workspace in O365 Expiry Compliance Policy - To change the lease based on usage NOTE: Multiple Managed policies can be assigned to a Service Definition but only 1 expiry policy.
Schedule	Select from: Every number of days at set time Every named day at set time NOTE: The minimum number of days is 7, the time zone for all instances is UTC. This may need a calculation to ensure the time selected is correct for your timezone.
Icon	Select from a list of available icons, this will be displayed in the Policy and timeline activity
Enabled	If set to No this Policy will not be run, toggle to yes to enable

Click Save to create the Policy, this will be minimised on the list
Now add a ruleset to the Compliance policy to define what it will do. Click + Add Ruleset
Only rulesets with the same usage type can be added.
Read the Create a Ruleset and Rules article if you have not created them yet
Add Notification setup for failures and Notify rules - Edit Policy > + Add Notification
1. Determines the Notification template to be used: system default, custom template
2. Type: Notify rules or Failures
3. Who will receive the notification
Finally Link the Policy to your service Definitions: Link a Compliance Policy to Service Definitions