Availability policies allow Device Catalog administrators to quickly and easily configure policies for availability of catalog items. The Copy feature allows you to create a new availability policy based on a similar policy in your system. For information about creating a new availability policy without using the Copy feature, see Create a new Availability Policy.
Note: The following procedure is for Premium Mobile administrators.
To copy and create a new availability policy, perform the following steps:
1. From the Procure tab in your Tool Bar, click Settings.
2. In the Policies screen, click the Availability link.
3. In the Policies screen:
a. Use the Display drop-down list to filter availability policies by All, In Policy, or Out of Policy.
Note: The search feature is only available when Enable Out of Policy Ordering in Procurement Configuration is selected.
b. For the availability policy you want to copy, click the Copy link to open the Edit Availability Policy screen.
Administrators may specify device availability based on the type of user (submitter or account holder), the user’s permission level (for example, admin or manager), the user’s assigned department(s), as well as the user name of the individual employee.
4. In the Policy Name section of Edit Availability Policy screen, enter a new Policy Name.
5. In the Order Rules section of Edit Available Policy screen, select either the Submitter radio button or the Account Holder radio button.
6. In the Other Rules section of Edit Availability Policy screen:
a. Click Remove links to delete unwanted parameters.
b. Click the Add button.
You may click the Add button as many times as you need to include all the rules you want for this availability policy.
Optionally, you may click an Edit link to open a parameter for editing.
c. Select a Condition Type from the drop-down list.
Depending on your selection, the Condition Type drop-down list may allow you to choose additional parameters.
d. Select an Operator from the drop-down list.
The available operators depend on your Condition Type selection.
e. Select a Value from the drop-down list.
The available values depend on your Operator selection.
f. Click the Done link.
7. In the Available Catalog Items section of Edit Availability Policy screen:
a. Click the Edit link to assign catalog items to the new availability policy.
b. When you have finished assigning catalog items, click the Done link.
8. In the Edit Availability Policy screen, click the Save button to save your new availability policy.