Document Management
Everything you'll need to know to manage your policies.
Approval Workflows
- How can I View the Approval Workflow of a Pending Policy?
- Who do I contact for changes to approval workflows, access permissions or other changes in PolicyStat?
- What Comprises Steps on an Approval Workflow?
- How are Approval Workflows Started?
- Can a policy be moved back one step in an approval workflow?
- Why are my pending policies retaining an old owner or approver?
Policy Review Cycle
Editing Existing Policies
- If I restart the approval process do I lose the pending version with changes?
- How Do I Add Pre-PolicyStat Revision Dates?
- I accidentally created a new policy with revisions to an existing policy, how can I fix this?
- Can I Move a Policy to a New Area?
- How can a draft version be kept if deleting a pending or active version?
- Can I have two owners of a policy?
Applicability and Systems
Pending Policies
- What is the "Show Changes" Feature?
- How Can I See the Most Recent Changes Made on a Draft?
- Why does a document no longer appear on the Due for Review report?
- How Can I See the Changes Between Two Policies When Show Changes Will Not Display Them?
- How can I View Policy Revisions?
- Does the PolicyStat ID number remain the same after a review?
Collaboration
Scheduled Effective Date
- How can I view a policy that has a future effective date?
- Why Can't I Edit a Document with a Scheduled Effective Date?
- What is Scheduled Effective Date?
- How do I Schedule an Effective Date for a policy that needs to be on hold until a specific date?
- What does the Scheduled Policies Report do?
- What notifications go out on scheduled policies?
Review Sets
- How do I participate in a committee review?
- How do I Create a Review Set Committee?
- How do I Edit a Review Set Committee?
- How do I create a Review Set?
- How do I mark a committee review as complete?
- How do I modify the policies associated with a Review Set?