How do I Upload a Form?

Issue/Objective

Store a form in PolicyStat.

Environment

PolicyStat

Procedure/Resolution

Click to view these steps in the legacy PolicyStat interface.

1. Click Policies and choose the applicable draft template.
2. Fill in a title and additional properties for the stub policy.
3. Below the Attachments section, click Choose.
4. Select the document you’d like to attach.
5. Click Upload.
6. In the Policy Body section, type “Please see the attached file last updated on dd/mm/year.” in the content.  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.
7. Click Start Approval Process (this will start the approval workflow, once all users in the workflow have approved, the stub will go into effect).