How to edit a policy

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Edit an existing policy

  1. Select Policy Manager from the sidebar and select on the policy you need to update
  2. Click on Edit )
  3. You will be presented with the creation form, the information that can be edited is:
     

    NB: The language cannot be changed once the policy has been published. 

    Label Description
    Policy name  The name of the policy will be visible only to Managers. The title of the policy will be, on the other hand, visible to users.
    Local compliance manager permissions  Policies can be shared with other Local Compliance Managers, you will have to select their name from the drop-down menu. By doing so the selected Local Compliance Manager will be able to see and edit the policy.
    Notes  The notes will not be visible to users, but they are available for Managers viewing the policy details page.
    Category  In this field you will have to start typing the name of the category you would like to apply to the policy. (This field may not be available for your company. To know more about categories, please read here).
    Tags Adding a tag will  make it easier for employees to search for this policy in the Policy Library. Tags are visible in the Policy Manager overview.
    Keywords When a keyword is added it will automatically be indexed for search in Policy Library, making it easier for employees to search for this policy in the Policy Library.
  4. Once the edits are completed, click on SAVE

 

Edit a language copy of an existing policy

NB: Both the default language and the different policy languages, if any, can be edited. 

  1. Select Policy Manager from the sidebar and select on the policy you need to update
  2. On the policy details page, scroll down to the Policy languages
  3. Select the policy language that needs to be edited
  4. Click on Edit Policy
  5. The information that can be edited is:
     
    Label Description
    Title The title given to this policy will be displayed to users viewing the policy in the default language.
    Description A description of the policy can be added in this section and will be visible only for employees that have chosen the policy language that is being edited.

    NB: The language cannot be changed once the policy has been published. 

  6. Once the edits are completed, click on SAVE

 

Publish the changes

  1. Once all the edits needed have been saved, you will notice a banner at the top of the page prompting you to publish the latest changes.
     
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  2. Click Publish Changes and confirm by clicking Publish 

 

View details of previous policy versions

NB: Editing a policy will create a new version of it. 

To view the details of the different versions of the policy:

  1. Go to the policy details page
  2. Select the policy language that you edited from the Policy languages section
  3. From the pop-up you can select the previous version of the policy from the drop-down menu as shown below:
     
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  4. You will be able to see the details (mceclip0.png) or the preview of the file (mceclip5.png) of the current and the previous versions

 

View activity history for a policy

At any moment you can view the activity history for a policy, do to so:

  1. Select the policy you want to see the activity history for
  2. Click on Activity );
  3. This will open a sidebar showing the history of the activities of the policy, from the creation to the current date. The history will show
    • The activity (for example LANGUAGE ADDED EN-US)
    • By who the activity was made (the email address of the user will be displayed)
    • The date and the time the activity
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