What do these Statuses Mean? - Legacy Interface

Issue/Objective

To understand the meaning of a policy status

Environment

PolicyStat

Procedure/Resolution

Click to view these steps in the new PolicyStat interface.

During a policy's lifecycle, its status (displayed in the gold bar above the logo in the policy) will be reflected from one of seven possible options.

• Draft 
• Pending
• Scheduled
• Active
• Old
• Retired
• Deleted

When a policy is either being developed as a brand new policy or undergoing a review, the status will be either a Draft or Pending status.

Policy Is In-Development

Status	Visible To User Roles	Where to Locate	URL contains
Draft		Home Tab Drafts link (under Policy Management header)	New Policy /policy/create/ Existing Draft /edit/?continue_draft=true
Pending		Home Tab Policies Requiring Your Approval Report OR Pending Approval (under Policy Management header)	/approve/

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When a policy completes an Approval Workflow, the status will be listed as either Scheduled or Active.

Scheduling a policy involves setting a specific date or number of days after the final approval before the policy moves to an Active status. For more on the scheduled effective date feature, see What is Scheduled Effective Date?

If the visibility is set to restricted, only users with View Restricted permissions will be able to see them. Only policies with an Active status can be retired.

Policy Has Completed an Approval Workflow

Status	Visible To User Roles	Where to Locate	URL contains
Scheduled		Home Tab Scheduled (located under the Policy Management header on the right panel)
Active		Use the search bar or the filters to locate any active policy.	/latest/

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When a policy is no longer needed, it can be archived. When archived, the status will be either Old, Retired, or Deleted. "Old" versions are available to reviewers, retired policies are only available to Site Administrators, and deleted policies can only be recovered by PolicyStat staff. Only policies with an Active status can be retired.

Policy Is Archived

Status	Visible To User Roles	Where to Locate	URL contains
Old		All Versions link in the top toolbar of a pending policy.	/?showchanges=true
Retired		Admin Tab Retired Policies (Report column)
Deleted	PolicyStat Staff Only	Contact PolicyStat Support

A quick disclaimer that some terms may differ for your location, but the concepts are universal. Area may be known as Policy Area, Department, Category, or another term on your PolicyStat site.

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