What Does the Document Life-cycle Look Like?

Issue/Objective

To understand the document life-cycle of a newly created policy

Environment

PolicyStat

Procedure/Resolution

Three Stages of a Document Life-cycle (Basic)

At its simplest, the life-cycle of a document in PolicyStat progresses through three stages:

1. An Owner creates a new Draft in PolicyStat by either importing a document from Microsoft Word or creates a new draft through the PolicyStat Editor. For more on creating a new policy, see this article How do I Create a New Policy?
2. When the draft is ready for review, the author/owner pends it for approval to begin the Pending phase and the Approval Workflow. See the graphic below for an example of an Approval Workflow, or for more information see this article What are Approval Workflows?
3. When the pending document completes the Approval Workflow, it becomes active and is searchable by any PolicyStat.

To view more about reviewing all historical versions of a document, see Where are the Archived Historical Versions of Policies?