Policies

Policies in Secoda help organizations enforce data governance rules and maintain compliance across their data stack. With policies, teams can monitor, validate, and enforce data standards systematically.

Overview

Policies provide a structured way to:

• Define and enforce data governance rules

• Monitor compliance across your data resources

• Track and remediate policy violations

• Ensure data quality and security standards

Creating Policies

To create a new policy:

1. Navigate to the Policies page

2. Click the "Add Policy" button

3. Define your policy details:

   • Name: Give your policy a descriptive name

   • Icon: Choose an icon to represent your policy (optional)

   • Description: Explain the purpose and requirements of your policy

Policy Components

Overview Tab

The overview tab contains the primary policy configuration and details:

• Policy description

• Configuration settings

• Associated resources

• Policy rules and conditions

Remediation and Issues Tab

Monitor and manage policy violations:

• View current policy violations

• Track remediation progress

• Manage issue resolution

• Access historical compliance data

Access Control

Policies feature access is controlled by permissions:

• Viewers can view published policies

• Editors can create and modify policies

• Admins have full control over policy management

Best Practices

1. Clear Naming: Use descriptive names that clearly indicate the policy's purpose

2. Detailed Descriptions: Include comprehensive descriptions to help team members understand policy requirements

3. Regular Reviews: Periodically review and update policies to ensure they remain relevant

4. Systematic Monitoring: Regularly check the Issues tab to ensure timely remediation of violations