- To override a policy in the Beta Version
- PolicyStat Beta
**Please note, the information in this article is for the Beta test of the upcoming version update of PolicyStat. All content within the Beta version is not final and subject to change.**
If you are unsure if you are participating in the Beta test and using the Beta version, look for PolicyStat Beta toggle and ensure it is set to "On".
For most users of PolicyStat, making changes to an existing policy requires following an Approval Workflow.
Site Administrators have the ability to use an Administrative Override to change to a policy. This is ideally designed to be used for small changes like typo correction, name modification, etc. These changes do not create new versions but instead are considered overrides to the current, active version.
In addition to content and property overrides, Site Administrators also have the option to simulate approvals. This is applicable for circumstances such as adding an Approver to a workflow (e.g. a Subject Matter Expert) who may not be a part of the regular Workflow but does need their approval to be noted on the historical record.
Keep in mind that there is no autosave function when doing an Override. The save occurs when the override is completed regardless the status the document is in, whether pending or active. Only minor changes are intended to be made in an override.
IMPORTANT NOTE: When changing the owner or to change an approval workflow a document must be instead edited and restarted for the change to take effect. Otherwise, by just an override the changes will not take effect until a new version is started into approval.
- Open the policy you wish to Override
- Click the Override tab
- Make the necessary changes to the policy.
- Click the Override Policy button.