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To Add Referrals

The referral defines the organization to which the policy evaluation is being referred. By default, there are two types of referrals: peer organization and suborganization. They delegate to an organization on the same level and an organization on a sub-level, respectively.

  1. To define referrals for the policy, select Referrals from the View menu. Click New to add a new referral, or click the Edit link to edit an existing referral.
  2. Define the resource in the Rules fields. The fields are:
  3. Referral. Displays the current referral type.

    Name. Enter the name of the referral.

    Containing. Specifies a filter for the organization names that will be displayed in the Value field. By default, it will display all organization names.

    Value. Select the organization name of the referral.

  4. Click OK and Save.
  5. To remove a referral from a policy, select the referral and click Delete.

    You can edit any referral definition by clicking on the Edit link next to the referral name.


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