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What Information is in the Footer of a Pending Policy?

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Amanda Reilly
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Objective:

  • To understand the information contained within the footer of a pending document

Environment:

  • PolicyStat

Additional Information:

In the footer of a PolicyStat document, you can view its document history, comments made by Owners/Approvers/Collaborators, which users were invited to collaborate, and additional information pertaining to the approval process when the document is pending approval. 

Answer:

The information contained within this sample footer is explained below.

Details

  1. Provide any feedback that may prove beneficial as part of the approval, then click the Approve Policy button. For more on the Approval Workflow process, see this article.
  2. The policy document history is outlined including all approval steps, edits, administrative overrides, comments, or other adjustments throughout the life cycle of this version of the document. To view additional transactions for prior versions, you must open the prior version from the All Versions link in the top right of the policy.

  3. This section also contains the Collaboration feature, which allows Approvers to add comments and invite other users to collaborate and comment on a policy document prior to approval. For more on Collaboration, see this article. 

 

 

Additional Footer Information for Elevated User Permissions

For more information on the footer view for active (non-pending) policy documents, see this article.

Site Administrators receive additional information in the footer. For more information on footers for Site Administrators, see this article.

 

This article applies to the following user roles:

owner.pngcollaborator.pngapprover.pngaeditor.pngamanager.pngsiteAdmin.png

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Comments

2 comments

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    Marsh, Beverly

    We are NOT seeing the full history in the footer of a pending policy... only the last one or two transactions... Any ideas on why ?

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    Phil Havlik

    Hi Beverly! That is because the history only reflects the life-cycle for the current version of the policy. When a policy completes the Approval Workflow process, a new version is created so you will only see the history of that version. To see the historical information for other versions of the policy, click the All Versions link in the top right, and you can review any additional transactions from prior versions there.

    Thanks for pointing this out. I'll revise the text in this article to make it clearer.

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