How do I Approve a Pending Policy? - Legacy Interface

Objective

To understand how to approve a pending policy

Environment

PolicyStat

Procedure

Click to view these steps in the new PolicyStat Interface.

Approval Workflows are one of the Three Pillars of PolicyStat, and users assigned permissions to serve as Approvers are essential to the process. The interactive tutorial demonstrates how a document proceeds through a traditional Approval Workflow from the final edits to the document becoming active.

1. Navigate to the PolicyStat Home tab.
   • Policies requiring approvals can also be accessed from the notifications page or your email notification.
2. Under the Policies Requiring Approval heading, click the document you wish to review.
   • To access from the notifications page: Locate the document you wish to approve and click the link. 
   • To access from the email notification, click on the direct link to the policy requiring your approval.  
3. If a draft exists, you will be notified. To continue with the current version, click the checkbox to indicate that you understand a newer version of the document is in progress.
4. Review the policy.
5. Add feedback* in the Please leave your feedback field (optional).

   *NOTE: Any feedback will be visible to any user with editing/approving rights on the policy.

6. Click Approve Policy.*

   *NOTE: This sends the document to the next Approver in the Workflow or makes the document live/active if you are the final Approver in the Workflow.