Use > Configuration Management > Configuration Management workflows and user tasks > Update Configuration Management policies

Applies to User Roles:

Configuration Administrator

CMS and Tools Administrator

Update Configuration Management policies

User roles: Configuration Administrator, Tools Administrator

If the Configuration Manager determines that the Configuration Management policies must be updated or if an update to the Configuration Management System (CMS) data model requires a change to the policies, the Configuration Administrator or Tools Administrator implements the policy changes.

The policies include business rules and requirements for specific information to be maintained in the CMS. For example, the policies may affect the contract monitoring or determine how often a configuration audit is required. Other items that are covered by policies and business rules include:

  • Naming conventions
  • Labeling rules
  • Asset capitalization rules
  • Procedures for lost or stolen items

Configuration Management policies and requirements are translated into tool settings, such as required fields, the schedule for automated inventory and discovery, and reconciliation rules.

Implement any required updates to the Configuration Management policies in accordance with your company procedures.