By default, as soon as the final Approver on an Approval Workflow marks their approval, the pending policy moves to an Active status and will be viewable by all PolicyStat users.

Standard Approval Workflow process

The Scheduled Effective Date feature adds an optional step between the final approval and the Active status. This feature provides the ability to delay the pending policy moving to Active to a specific date or a specific number of days past when that final approval was provided.


Approval Workflow with Scheduled Effective Date

This feature allows for a policy to become active just in time with a new regulation, allow a period for required parties to become trained about the new policy prior to it becoming active (Period of Education), or any other similar reasons.  

For information on how to:

Note to Site Administrators

If your PolicyStat site makes use of a Policy on Policies, please ensure the content of that policy reflects the changes reflected with the Scheduled Effective Date feature. Thanks!

If you do not currently have one, but would like to, PolicyStat offers this sample outline/template. This sample was provided by a PolicyStat client and has been approved for general distribution. 


This article applies to the following user roles:

owner.png approver.png amanager.png siteAdmin.png

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