Issue/Objective
Change the assigned approval workflow of a policy
Environment
PolicyStat
Procedure/Resolution
A few quick items to note:
- Owners, Approvers, Area Editors, Area Managers, and Site Administrators can modify properties.
- Modifying Properties requires a restart of the Approval Workflow for the changes to take effect.
- Site Administrators can modify this or other properties without restarting the workflow via an Administrative Override or a Bulk Admin Override but the change will not fully take effect until the workflow is restarted.
- Only one user may own a document but multiple users may edit and collaborate on a policy.
This process only changes the Approval Workflow for the next pending version.
- Open the document in Edit view by clicking either Edit or Review on the upper document navigation bar.
- Locate the Approval Workflow field within the Properties section.
- Within the selection box, choose a different workflow.
- Modifying any properties requires a restart of the approval workflow to confirm the changes.
- Continue to edit other properties or content or provide a Summary of the Changes and Start (or restart) the Approval process.
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