How Do I Create a Stub Policy? - Legacy Interface

Issue/Objective

Review the process for how to create a stub policy.

Environment

PolicyStat

Procedure/Resolution

Click to view these steps in the new PolicyStat interface.  

Some files are not independent policies, but also are not associated with a parent document. In PolicyStat, these files can become stand-alone attachments called "stub" policies. For example, Excel forms or log sheets, form letters or memos in Word or PDF format, PowerPoint presentations, etc. would be considered stub policies. 

When a user clicks a stub policy, the content of the policy reads simply: “Please see the attached file last updated on dd/mm/year.”  The reason for the date is so that when the attached file is changed/replaced, it will record a change in content.  This is required to trigger recurring acknowledgment assignments and to update the Last Revised date in the document header.

1. From the Home tab, click New Policy.
   • Select an article template, if applicable.
     
2. Fill in a Title for the stub policy
3. Below the Attached Files and & Embedded Images section, click Choose File.
   
4. Locate, select your file, and click Open.
5. In the Policy Body section, type “Please see the attached file last updated on dd/mm/year” or similar content.
   
6. From the Policy Properties tab, select the Owner, Area, and Approval Workflow.
7. Click Start Approval Process.
   
8. Once the policy completes the process, the stub will be active and visible for all users.