Notify Users on How to Use the Reservation Purchase Policy

Once the Reservation Purchase Policy has been configured and applied, any email addresses specified will receive an email report listing every recommendation triggered on the cadence selected in the Policy Schedule field. Users can also access this information in the Applied Policies section of the Policies menu.

The Incidents section shows any triggered recommendations that will match those sent out in the emailed purchase plan.

If Skip Action Approvals has been activated, optimization actions will be taken automatically. If not, users can click into the incident and a specific account to Approve or Deny the recommended action.

Depending on user access, these policy activity summaries are visible on an account-by-account basis or, for administrators, as an organizational summary.