- To understand how to access pending or draft versions of documents
Within PolicyStat, a policy document's status can be Active, Pending, Draft, Old, or Retired. For more information on each status, see this article. When a policy is proceeding through an Approval Workflow, multiple view pages may exist. Ensure you are viewing the most appropriate version as desired through this simple overview.
- Ensure you are logged in to PolicyStat.
- Access the policy
FROM THE NOTIFICATION EMAIL
Click the link from the email to you will be taken directly to the correct version.
VIEW THE PENDING VERSION FROM THE ACTIVE VERSION
From the active version of the policy, click the button at the top titled Go To Version Pending Approval.
VIEW THE DRAFT VERSION FROM THE PENDING VERSION
From the pending policy, click the Go To Draft Version button from the pending version.
This article applies to the following user roles: