Policy Planner Integration

Prerequisite: A valid Policy Planner license is required to connect Policy Optimizer.

Integrating Policy Planner with Policy Optimizer means that when a Policy Optimizer ticket with a Review Decision to decertify is selected, the module will automatically create a Policy Planner ticket to complete the decertification process.

Setting up Policy Planner integration is completed during the workflow creation process.

1. In the Administration module, go to Workflow > Workflows.
2. Open the Policy Optimizer workflow that you will use for integration.
3. In the Policy Planner Integration Settings section, in the Planner Workflow ID field, select the Policy Planner workflow ID that Policy Optimizer is being integrated with.
4. You can leave the default settings for Default Priority, Summary and Due Date Calculation or set your own.
5. Click Save.