Policies Due for Review Report

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Owners, Area EditorsArea Managers, and Site Administrators receive notifications when documents they are responsible for approach the designated review date both through notification emails and the Policies Due for Review Report. 

A Quick View report is located on the Home tab of a user's PolicyStat page, and provides a quick look at any policies coming due for review in the next 90 days. The highlights are explained below Figure 1. A more comprehensive view report which displays additional details is explained in Figure 2.

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Quick View Report

Policies_due_for_review.png

Figure 1

  1. Due Date: These rows provide a quick overview of all policies the user is responsible for, and during which 30 day time frame they will be coming due for review or if they are past due for review.

  2. Title: These cells display the title of the first of up to the first five policies. Clicking the title opens the policy in the Edit view from which changes can be made or a review can be started. To view a broader view, click the report header (6) to view all policies currently coming due for review. 

  3. Area: The Area for the policy being displayed. May be known locally as Policy Area, Department, Category, or another term. 

  4. Applicability: For PolicyStat customers who are part of a network with multiple PolicyStat websites, this identifies which location it applies to.  

  5. Next Review: This notes the month and year when the next review is due to take place by.

  6. Report Header: Clicking the header provides a more comprehensive view of the policies coming due for review (Figure 2). 

  7. CSV Report: Clicking this icon anywhere it is located throughout PolicyStat will create a CSV report of the information that can be opened and printed through a spreadsheet program like Microsoft Excel.

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Comprehensive View Report 

Policies_due_for_review_2.png

Figure 2

  1. Title: The title of the policy is shown. Clicking the title will open the policy in the Edit view, and allow either changes to be made or the review to be started. 

  2. Preview: A preview of the policy content is displayed in this column.

  3. Area (Category): The Area for the policy being displayed. May be known locally as Policy Area, Department, Category, or another term. 

  4. Applicability: For PolicyStat customers who are part of a network with multiple PolicyStat websites, this identifies which location it applies to.  

  5. Owner: The assigned Owner for the policy

  6. Expires: The month and year when a review is next due. The specific review date will be displayed in the policy header. 

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Reviewing a Policy: 

Making Changes/Starting the Review

Editing a policy requires making a new draft that will proceed through the workflow. To make a draft, find and click the Review/Edit button or click the title to :

With the policy open in the Active or Pending views, click Review/Edit on the blue toolbar.

From the Report view, click the policy's title. This will open in the Edit view.


 


No Changes / Changes complete: What to do next?

  1. With the draft view open (see steps above) scroll to the bottom of the policy. 

  2. Enter feedback describing any changes (NOTE: This becomes part of the historical record for the policy) and click Start Approval Workflow.

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This article applies to the following user roles:

ownerAreaEditoramanager_sm.pngSiteAdmin

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