Requirements to Save
In order to save your newly created Policy Draft, there are a few key properties that must first be assigned.
On the Content tab, the policy must have a Title.
The other required properties are all located on the Properties tab.
- Owner: The Owner is the PolicyStat user assigned as responsible for the policy, including starting the review process. The individual creating the policy will be automatically assigned as the Owner, but this can be changed as needed.
- Area: Areas represent categories of similar documents within PolicyStat. Often these reflect the real life departments at your facility, but that is not a requirement.
- Approval Workflow: Approval Workflows represent the sequence of users who review, edit, and approve a given document as required by the assigned revision period or edits.
- Next Review: The Next Review date represents the date when the existing policy must proceed through an Approval Workflow or it will expire. This can either be represented by either a set number of days or by setting a specific date.
- Often the number of days until review is automatically assigned based on a default value determined by the Area. This can be modified on a policy-by-policy basis, but most policies use the default.
With these five settings in place, the auto-save feature, which floats on the right-side of the page, will be able to activate and should turn from red to green. This will also allow the Save button at the bottom of the page to be clicked, which will save your draft if needed before the auto-save kicks-in.
In the next section, we'll look at making changes to Areas, whether they have been newly create or around since your site was implemented.
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