To do a minor update or to upload a new version of a policy already held in Policy Management and update the approvers, you will need access to the Management Console and the Policy domain where the policy is allocated. Go to Policy Management and select Search. Using the search options, locate and select the relevant policy.
Under the Document tab, you will be to see the Current version ID as well as download the current version by clicking on the Open Policy.
Select Update policy document and you can then choose between adding a new version or a minor update.
If you only need to do a minor update to an existing policy, tick the minor update option and you will only need to replace the policy by choosing the appropriate file and selecting upload new policy document. This update will not be reflected in the History tab.
If you need to replace the current version, tick the new version option and complete the details below and selecting Upload new policy document.
|Document version number||Type in the relevant version number of your updated policy|
|Release notes (optional)||Any notes of the changes made to the policy etc of the updated policy|
|Approves||the current approvers should be listed and you will have the ability to add /remove approvers for this new version|
Upload the pdf version of your policy.
Depending on your set up, you may also need to upload the Word version as well as the various language versions of applicable.
The details of a new version will be reflected in the History tab.
This allows you to send the new version to selected approvers to review, comments while the current version is still available to your user even though the status is reset to to 'Awaiting approval'