Objective:
- To understand the meaning of a policy status
Environment:
- PolicyStat
Additional Information:
During a policy's lifecycle, its status (displayed in the gold bar above the logo in the policy) will be reflected from one of seven possible options.
Answer:
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.
When a policy completes an Approval Workflow, the status will be listed as either Scheduled or Active.
Scheduling a policy involves setting a specific date or number of days after the final approval before the policy moves to an Active status. For more on the scheduled effective date feature, see this article.
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.
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.
| Status | Visible To User Roles | Where to Locate | URL contains |
|---|---|---|---|
| Old |
|
All Versions link in the top toolbar of a pending policy. |
/?showchanges=true |
| Retired |  |
|
|
| Deleted | PolicyStat Staff Only | Contact PolicyStat Support (support@policystat.com) |
A quick disclaimer that some terms may differ for your location, but the concepts are universal. Area may be known as Policy Area, Department, Category, or another term on your PolicyStat site.
