Within the Policy Hub, there are three different Policy approval modes:
- No approval - this allows you to add policies without having to record the approvers details or the date a policy has been approved.
- Record approvers manually - this allows the policy administrator to manually record the email address of the approvers and the date the policy was approved. This will then be captured within the History tab in each policy
- Approval workflow - this will use the approval workflow within your portal. A policy administrator can select from a list of policy approvers and send the policy through the portal to allow these users to review, make comments and approve the policy within the portal. These details are captured and can be reviewed in the History tab when the policy is published.
The approval mode selected will effect all policies with your portal
If you would like to enable one of the Policy approval modes or have any questions, please contact your Customer Success Manager email@example.com