2.1 Assign Properties: Requirements to Save

Requirements to Save

In order to save your newly created Policy Draft, there are a few key properties that must first be assigned within the Properties section.

1. Title: The name of your document. This field will appear in the heading of the Active version and is an option for filtering search results.
   • Using the duplicate checker link below the title field will help avoid creating policies that may already exist.
2. Owner: The Owner is responsible for editing and maintaining the documents for which they are assigned. They will receive email notifications on documents due for review and will start the review process when needed.. The individual creating the policy will be automatically assigned as the Owner, but this can be changed as needed. 
3. Area: Areas represent categories of similar documents within PolicyStat. Often these reflect the real life departments at your facility, but that is not a requirement.

1. Approval Workflow: Approval Workflows represent the sequence of users who review, edit, and approve a given document as required by the assigned revision period or edits. 
2. Applicability Group: If your site is part of a system, you will need to select the group of sites to which this policy will apply. The options available here will vary based on your permissions.
   • Note: this field will not display if your site is not part of a system of sites.
3. Next Review: The Next Review date represents the date when the existing policy must proceed through an Approval Workflow or it will expire. This can either be represented by either a set number of days or by setting a specific date.
   • Often the number of days until review is automatically assigned based on a default value determined by the Area. This can be modified on a policy-by-policy basis, but most policies use the default.

With these settings in place, the auto-save feature, which is visible in the top toolbar, will be able to activate and indicate that changes have saved. This Save button, also in the top toolbar, can now be clicked, which will save your draft if needed before the auto-save kicks-in. 

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In the next section, we'll look at making changes to Areas, whether they have been newly create or around since your site was implemented.  

<<  1.1 Create a Policy: Editor Overview

2.2 Assign Properties: Advanced Properties >>

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