During a policy's lifecycle, it's status (displayed in the gold bar above the logo in the policy) will be reflected from one of six possible options.

Draft | currentStatusPending.png |  | currentStatusOld.png 
  currentStatusRetired.png | Deleted

When a policy is either being developed as a brand new policy, or undergoing a review, the status will be either a Draft or Pending status.  

Policy Is In-Development
Status Visible To User Roles Where to Locate URL contains
Draft userapprovercollaborator aeditor_s.pngamanager_s.png

  1. Home Tab
  2. Drafts link (under Policy Management header)

New Policy
/policy/create/

Existing Draft
/edit/?continue_draft=true

Pending userapprovercollaboratoraeditor_s.pngamanager_s.png
  1. Home Tab
  2. Policies Requiring Your Approval Report

    OR

  3. All Policies Requiring Approval (under Policy Management header)
 /approve/

 

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When a policy has completed an Approval Workflow its status will be listed as Active. If the visibility is set to restricted, only users with View Restricted permissions will be able to see them. Only policies with an Active status can be retired. 

Policy Is Active
Status Visible To User Roles Where to Locate URL contains
Active

userapprovercollaboratoraeditor_s.pngamanager_s.png

Use the search bar or the filters to locate any active policy.  /latest/

 
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When a policy is no longer needed, it can be archived. When archived, the status will be either Old, Retired, or Deleted. "Old" versions are available to reviewers, retired policies are only available to Site Administrators, and deleted policies can only be recovered by PolicyStat staff. Only policies with an Active status can be retired. 

Policy Is Archived
Status Visible To User Roles Where to Locate URL contains
Old userapprovercollaborator Policy Area Editoraeditor_s.pngamanager_s.png All Versions link in the top toolbar of a pending policy.
 /?showchanges=true
Retired
  1. Admin Tab
  2. Retired Policies (Report column)
 
Deleted PolicyStat Staff Only Contact PolicyStat Support (support@policystat.com)  

 

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