How do I Upload a Form? - Legacy Interface

Issue/Objective

Store a form in PolicyStat.

Environment

PolicyStat

Procedure/Resolution

Click to view these steps in the new PolicyStat interface.
 

1. From the Home tab, click New Policy.
2. Fill in a title for the stub policy.
3. Below the Attached Files and & Embedded Images section, click Choose File (your browser may say Browse Files).
4. Select the document you’d like to attach.
5. Click Upload attachment.
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. Select the Policy Properties tab from the top of the page.
8. Select the Owner, Area, and Approval Workflow.
9. Click Start Approval Process (this will start the approval workflow, once all users in the workflow have approved, the stub will go into effect).