Objective:

• Restrict access to a policy

Environment:

• PolicyStat

Additional Information:

Circumstances may require hiding or restricting a policy from general view by any users. A policy may become outdated or may require large edits prior to making it live.

This short tutorial demonstrates how to locate and apply this setting from the Policy Properties menu.

Visibility restrictions can be made in bulk for active documents using the Bulk Admin Override tool.

Procedure:

Closed captions | Text transcript

Restrict a Policy from General View

1. Click the Edit link in the bar on the top right of the policy.
   
   
2. Switch to the Policy Properties tab.
   
3. Locate and open the Advanced Properties menu (1).
4. Change the Visibility Restrictions property to Only users with permissions (2).
   
5. Autosave should save the changes, but if necessary, click Save Now.
   
6. Provide a Summary of the Changes (3), and click Start Approval Process (4).
   
7. Once the policy completes the Approval Workflow process, it will be restricted from general view.

Restrict Visibility Immediately via Administrative Override

A policy may need to be restricted from general view immediately without passing through the Approval Workflow. Site Administrators can complete an Administrative Override, then follow the steps above. As with all override actions, once the property has been revised, the policy will be restricted immediately.

This article applies to the following user roles: