Should I Accept (or Reject) a Converted Document?

Issue/Objective

To understand if a converted document should be accepted as correct or not.

Environment

PolicyStat

Procedure/Resolution

• Documents should be "accepted" based on accuracy as compared to the original.
   
• The converted document should mirror the original's content and dates. PolicyStat will not change the content of a document including typos and broken hyperlinks or links to local files.
   
• The Owner, Area, and Approval Workflow are assigned by the Site Administrator. If any of these need to be changed, please contact your Site Administrator after accepting the converted document.
   
• If an import needs editing, new content added, or should be deleted or retired, please accept the policy first, and then edit, delete, or retire it.
  • Note: Only your Site Administrator will be able to delete or retire the document.

Use the table below as a guide to acceptance. Please contact your PolicyStat Site Admin or Client Services representative for additional assistance if needed.

For details on how to accept or reject converted documents, see How do I Accept (or Reject) a Converted Document?

For guidance on the decision to accept or reject a policy, see this article: Should I Accept (or Reject) a Converted Document? or download this PDF.

When to Accept or Reject a Converted Policy

What is happening:	What you should do:
The policy reflects what was provided to PolicyStat	Accept the policy.
The policy needs minor changes (title, typos, dates, etc.)	Accept the policy. Contact your site administrator to make minor changes.
The policy does not reflect what I provided to PolicyStat.	Reject the policy. Provide comments regarding where it does not match the original. The policy returns to PolicyStat for corrections and will need another review after changes are made.
I no longer want the policy in the system.	Accept the policy. Contact your site administrator to delete or retire the policy.
I would like to edit, add, or remove content within the policy.	Accept the policy. Edit the accepted policy and initiate the Approval Workflow process.

Additional Information:

Once a document has completed the conversion process, it is immediately active and live in your library. Rejected documents are temporarily removed from the library and returned to the conversions team for additional processing.