Adding and updating approvers to an existing policy when using the Approval workflow

To add update an approver to a policy when using the Approval workflow setting, you will need access to the Management Console and the Policy Management. 

Go to Search policy, as the policy has been published ensure Policy Status is set to Live and change the Workflow status to Released

Select the policy and click on Update policy document.

• Add a new version of the policy

This allows you to Upload new document that once approved will replace the existing policy version. Select if the change is a new version (this change is will recorded in the History tab) or a minor update. You can update the document version number and release notes

Within the Approvers field, you can remove existing approvers by selecting the 'x' next to their name.

By clicking in the Approvers field you will be presented with the full list of users who are available to approve policies (these are users how have been given the Policy approvers permission) and by starting to type in the approvers name, the list will dynamically filter the list until you have found the correct approvers. Policies can have multiple approvers.

Upload a new version of the policy by selecting Choose file

Click on Upload new policy document

The Workflow status has now changed to Awaiting approval.

• Update current version of the policy

This allows you to Use the current document without having to make any changes or updates to the existing policy document .

Select if the change is a new version (this change is will recorded in the History tab) or a minor update. You can update the document version number and release notes

Within the Approvers field, you can remove existing approvers by selecting the 'x' next to their name.

By clicking in the Approvers field you will be presented with the full list of users who are available to approve policies (these are users how have been given the Policy approvers permission) and by starting to type in the approvers name, the list will dynamically filter the list until you have found the correct approvers. Policies can have multiple approvers.

Selecting Send current policy document will now send the current policy through the approval workflow

Click on Upload new policy document

The Workflow status has now changed to Awaiting approval.