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- Name: Enter the Policy name in this field.
- Description: Enter the Policy description here for future reference and understanding of other users.
- Select the policy type: The user can select one of the following policy classification types from the list
- TYPE_SUBMISSION: a policy in place during the submission
- TYPE_WORKFLOW: a policy in place during the approval workflow
- TYPE_INHERITED: a policy that has been inherited from a container (the collection)
- TYPE_CUSTOM: a policy defined by the user during the submission or workflow phase
- Select the action type: The user can select one of the following actions from the dropdown list:
- READ - Ability to view the specific object
- WRITE - Ability to edit the specific object
- ADD - Ability to add an object to another object (valid for Collections & Communities)
- REMOVE - Ability to remove an object from another parent object (valid for Collections and Communities)
- ADMIN - Full Admin permissions on the specific object
- DELETE - Ability to delete the specific object
- WITHDRAWN_READ - Ability to view a withdrawn Item (only valid for Items)
- DEFAULT_BITSTREAM_READ - Default "READ" permissions added to any Bitstreams of a newly submitted Item (only valid for Collections)
- DEFAULT_ITEM_READ - Default "READ" permissions added to any newly submitted Item (only valid for Collections)
- Start date – end date: The user can select the start date and end date for using the policy, should they want to apply it for a fixed period.
- The eperson or group that will be granted the permission: List of users/groups selected for granting permission under the policy
- Search for an ePerson / Search for a group: Select ePerson or group for searching the entity
- Search field: Enter keywords for searching the ePerson/Group
- ePerson/Group list: Click on the select button against the user/group you want to add to the policy
- Submit/Cancel button: Click on the Submit button to complete policy creation or click on the Cancel button to cancel the entire process.
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