Capture policy group data

Policy portfolios are captured in Alfabet via policy groups that bundle opolicies. A policy group may have multiple subordinate policy groups. Each policy can be assigned to multiple policy groups that are relevant to the goals for the portfolio assessment process.

• Add a policy group at the top-level of the hierarchy. Click the root node of the explorer and click the New button. The edit panel opens on the right where you can define basic data. The Name attribute is mandatory.
• Create a new policy group as a child (subordinate) of this policy group. Click the parent policy group in the explorer, go to Overview > Subordinate Policy Groups view. Click New > Create New Policy Group.
• Make an existing policy group a child (subordinate) of this policy group. Click the parent policy group in the explorer, go to Overview > Subordinate Policy Groups view. Click New > Move Existing Policy Group Here. A selector opens where you can chose a policy group and move it to this policy group. The policy group you chose is now a child of the policy group you are working with.
• Edit a policy group. Edit the policy group directly in the data table. Or select the checkbox   for the policy group you want to edit and click the Edit   button to open the edit panel.
• Navigate to the policy group's content area.Click the Navigate   button next to a policy to open its content area. Specify the policy group's data as well as the relationships that the policy group has to other assets in the repository.

• Name: (Mandatory) Enter a name for the policy group. You can add an abbreviation (3-4 letters) of the name in the Short Name field to use in diagrams and other visualizations
• Description: If necessary, enter a meaningful description that will clarify the purpose of the policy group.
• Authorized Access tab: The user who creates the policy group is the authorized user per default. This can be changed. Select one or more authorized user groups that shall have write permissions to the policy group. All users in the authorized user group can edit the policy group.

  authorized user

  An authorized user has primary responsibility to maintain the data for an object. Typically this is the user that has created the object. The authorized user as well as members of authorized user groups have write permissions to objects they are responsible for.

  authorized user group

  An authorized user group is a set of users that have been granted write permissions to an object. More than one authorized user group may be specified for an object.

Policy groups logically structure and bundle the policies and allow you to assess the policy portfolio. You can assign policies to multiple policy groups in order to analyze your policies from various perspectives.

Create a new policy. Click the navigate   button of the policy group to open the content area. Go to Overview > Policies and click   plus sign button > Create Policy. Specify the policy's basic attributes. All mandatory fields must be defined to create the policy and save it. In the Policies view, click the Navigate   button next to the policy to open its content area and specify all relevant attributes:

• Name: (Mandatory) Enter a unique name for the policy. The name should help others easily understand the purpose of the policy.
• Object State: The implementation status of the policy in the enterprise.
• Status: This indicates the current status of the policy from initiation to execution.
• Strategy: The vision , objective , goal , or strategic theme that the policy supports.

  vision

  A vision describes the long-term aspiration or desired future state of the organization. A vision has goals and is a node in the strategy network.

  objective

  An objective describes the specific measurable steps that need to be taken to achieve the goals documented in the strategy network. ​​

  goal

  A goal describes the broad primary outcomes that the organization aims to achieve to fulfill its vision. A goal has objectives to realize it and belongs to the strategy network.

  strategic theme

  A strategic theme describes the overarching areas of focus that align with the vision and goals. ​ They help in organizing and prioritizing projects and resources and are part of the strategy network.

• Principle: The principle that the policy is derived from.
• Next Review Date: Specify when the policy should be reviewed. Click the calendar icon to select the date or enter the date in the date format Month/Day/Year. For example: 4/30/2023
• Description: Enter a meaningful description that will clarify the purpose of the policy.
• Authorized Access tab: The user who creates the policy is the authorized user per default. This can be changed. Select one or more authorized user groups that shall have write permissions to the policy. All users in the authorized user group can edit the policy.

  authorized user

  An authorized user has primary responsibility to maintain the data for an object. Typically this is the user that has created the object. The authorized user as well as members of authorized user groups have write permissions to objects they are responsible for.

  authorized user group

  An authorized user group is a set of users that have been granted write permissions to an object. More than one authorized user group may be specified for an object.

• Policy Groups: Select the policy groups you want to assign the policy to.

Add an existing policy to a policy group. Click the navigate   button of the policy group to open the content area. Go to Overview > Asset Grouping. In the Policies field, enter the name of the policy you want to assign to the policy group. Or click in the field to open the selector and select each policy that you want to assign to the policy group. Click outside of the selector to close it and update the Asset Grouping field.