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From time to time, Areas may need to be modified or corrected to fit with changing needs. To make modifications to Area properties, follow the simple steps addressed in the tutorial below.

For more on how to assign user permissions based on Area, see this article.

A quick disclaimer that some terms may differ from your location, but the concepts are universal. An Area may be known as Policy Area, Department, Category, etc. on your PolicyStat site. 

Edit Areas (01:24)


Edit Areas

  1. Click the Admin tab
  2. Click Areas

  3. At the end of the table listing all Areas, click the Edit link on the row corresponding to the Area to be edited.

  4. Modify the properties as needed including next review date (1), default Approval Workflow (2) Policy Title (if permissions allow) (3). 


  5. When complete, click the Save Changes button.


This article applies to the following user roles:


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