How do I Edit a Policy?

Objective

Edit an existing policy

Environment

PolicyStat

Procedure

When a policy is due for review or enters an Approval Workflow, changes are made through the Edit feature.

Editing a policy creates a new draft where a user with Edit permissions can modify both policy content and policy properties (e.g. Owner, review dates, etc.). All historical versions of the policy are saved automatically and can be reviewed at any time by clicking the All Versions link.

1. Open the policy you wish to edit.
2. Click Edit or Review in the top bar.
3. 
4. Use the Editor to create or modify your content.
   
5. Ensure your Draft is saved before navigating away from the page or start the Approval process if your content is complete.
   
   • To start the Approval Workflow process, click the Start Approvals button.
   • provide details in the Summary of the Changes text box to describe the changes.
     • This will become a part of the policy's history but also serves as a quick reference for Auditors during a review.
   • Confirm starting the process by clicking Start Approvals.
     • When the final Approver provides their approval, the policy becomes active in PolicyStat.
     • If you are the first Approver in the Workflow, you will see a checkbox applied to mark your approval. If you would prefer to not mark approval just yet, be sure to de-select the checkbox.