- Contents
Interaction Recorder Technical Reference
Apply policy to specific entities
To apply this policy to specific entities:
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In the Name field, type a descriptive name for the policy.
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Be sure the Applies to all entities check box is clear.
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In the Step 1: Applies to the following entities box, the Filter legend lists the entity types and their icons: Agent, Workgroup, Role, Station, and Line. To reduce the number of entities returned in the search results, clear the check boxes for the entities you do not want to include in the search. For example, if you know the entity you are searching is a Role, clear the other check boxes.
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To apply this policy to specific entities, click in the Search for entities field.
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In the Search for entities field, begin typing an entity name, for example the name of an Agent, Workgroup, Role, Station, or Line. Entity names that match are displayed in a pop-up window. Note that the entity type icon is displayed next to the entity name.
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In the pop-up window, click the entity to apply this policy to. The entity is displayed in the entity list box.
In the Policy description pane, the entity is added below the This policy applies to the following entities descriptor. -
Continue adding entities using the Search for entities field.

