- To understand the difference between an Edit and an Administrative Override.
If a Site Administrator needs to make a minor change to a document on their site, they can use the Override feature to make this change without restarting the approval workflows on the document. Changes made during an Override will be effective immediately on the Active document. This option is intended for small changes and is not a substitute for the actual review and approval process.
The Override option is available above any document that for which you have administrative permissions. You will be able to make changes to the body of the document as well as to document properties. Common use cases for performing an Override would include fixing grammatical errors, adding attachments, or changing the Owner or Area of the documents. Since the changes made during the Override process are effective immediately, there is no option to save changes as a draft. You must make all desired changes at that time. Once you have completed the changes, add a short Summary of Changes comment at the bottom of the Document and click Override.
A frequently asked question is when to edit a policy vs when to use an Administrative Override.
Below is a quick rundown of differences between the options:
|Who can complete||
|What happens when changes are complete?||The Approval Workflow restarts and all approvers must mark their approval.||The policy remains active. The override is noted in the history.|
|What can be modified?||
|Can it save as a draft to be adjusted or worked on later?||Yes. Clicking Edit creates a new draft version which can be saved for later modification.||No. Overrides cannot be saved as a draft. All changes will take place as soon as the override is completed.|
|Do I need to enter a summary of the changes?||
For more information about Editing an Existing Policy through the Approval Workflow process, see this article.
For more information about Administrative Overrides, see this article.
Keep in mind that there is no autosave function when doing an Override. The save occurs when the override is completed regardless the status the document is in, whether pending or active. Only minor changes are intended to be made in an override.