The Complete Document Life-cycle (01:12)

NOTE: Viewing the tutorial requires Adobe Flash Player. For assistance, please contact your IT department.

 

==================================================

Three Stages of a Document Life-cycle (Basic)

At its simplest, the life-cycle of a document in PolicyStat progresses through three stages: 

  1. An Author/Owner creates a new Draft in PolicyStat by either importing a document from Microsoft Word or creates a new draft through the PolicyStat Editor. For more on creating a new policy document, see this article.

  2. When the draft is ready for review, the author/owner pends it for approval to begin the Pending phase and the Approval Workflow. See the graphic below for an example of an Approval Workflow, or for more information see this article.

  3. When the pending document completes the Approval Workflow, it becomes active and is searchable by any PolicyStat. 

 

 To view more about reviewing all historical versions of a document, see this article.

==================================================

This article applies to the following user roles:

AreaEditoramanager_sm.pngSiteAdmin

Have more questions? Submit a request

Comments