2.1 The Review Process: Document Life Cycle

Policy Lifecycle

All policies start in a draft format and pend for approval through an Approval Workflow. When the policy completes the Workflow, it becomes active and searchable. The graphic below displays the lifecycle process for a policy to move from draft to active within PolicyStat.

1. An Owner creates a new Draft in PolicyStat by either importing a document from Microsoft Word or creates a new draft through the PolicyStat Editor.
2. When the draft is ready for review, the author/owner pends it for approval to begin the Pending phase and the Approval Workflow.
3. When the pending document completes the Approval Workflow, it becomes active and is searchable by any PolicyStat.

All policies must complete the Approval Workflow process prior to becoming active and searchable.

Previous to PolicyStat, many clients documented approval processes through verbal, electronic, or physical methods. PolicyStat’s Approval Workflows help translate existing approval processes to defined, documented, and streamlined Workflows that maintain compliance with accreditation and/or regulatory bodies.

Additional Resources:

•  What are Approval Workflows?
• Click here to download a printable PDF.

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2.2 The Review Process: Notifications  >>