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.
How to Schedule an Effective Date (01:32)
How to Schedule an Effective Date
- From the draft view of a policy, locate and click the Policy Properties tab.
- Locate the Effective Date section and make your selection from the following options.
Active Upon Approval
The default setting is that the policy will become active Upon Approval. In other words, when the final Approver marks their approval, the policy will become live, searchable, and effective.
X days after the final approval
With this radio button selected, the policy will become effective (e.g. - Active status) on a specific number of days after approval". The set number of days after the final approval will also be applied to the next version of the policy.
On a specific date
With this radio button selected, the policy will become effective (e.g. - active status) on a specific date. When setting a specific date, if desired, the effective date can also be set in the past. This will automatically set the policy as effective.
Modifying the Effective Date
Once the policy pends for approval, the Effective Date diagram appears on the View and Approve pages at the top. Users with Edit permissions on the policy (Owner, Approver, Area Editor, Area Manager, Site Administrator), can alter the effective date fields by clicking the Edit Effective Date button.
From the resulting window, users can adjust the effective date and save the changes.
Adjusting the effective date will not restart the workflow, but the action will be added to history.
Modifying Effective Date Once Scheduled
Once a policy has completed the workflow and moves to a status of scheduled, the specific effective date can be modified, but the number of days after the final approval cannot.
This article applies to the following user roles: