- Retire a policy to remove it from view
To remove an outdated or no longer required active policy from public view, PolicyStat provides three options: Restrict Visibility, Retire, or Delete.
- Restrict: Removes a policy from the ability to be viewed by general users, users with elevated privileges can still see it. For more on restricting visibility, see the article here.
- Retire: Remove the policy from the system, but it can be returned to the system at a later time if it is found to be necessary. Only Site Administrators may reinstate a retired policy.
- Delete: Remove the policy from the system entirely. This action is not reversible, and the policy is permanently removed. Only Site Administrators may delete a policy from the site. For more on this process, see this article.
The option to retire is ONLY available for active approved documents. Pending and draft documents must be go through an approval workflow and be made active to be able to be retired.
*** Important: When retiring a document be sure to review if there are other documents linking to it since those links will need to be updated. A site administrator can download the Hyperlinks Report under the Admin tab and then search it for the PolicyStat ID of the document being retired to identify the documents where the link exists, then update them via Override. Be sure to search it for the past version IDs of a document as well since each new active version has a unique PolicyStat ID number.
- To retire a policy, click the Retire link in the bar on the top right of the policy.
- Provide a rationale for why the policy is being retired (1), then click the Retire Policy button (2).
- The policy is now retired.
If the policy was retired on accident, a Site Administrator can "unretire" a policy. For more on the process, see the article here. If a Site Administrator would like to remove the ability for Owners to retire, see this article.
This article applies to the following user roles: