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How to update and add new versions to an existing policy when No Approval is required

Here you can find out how to do a minor update or upload a new version of a policy held in Policy Management.

Updated over 4 months ago

Permissions needed:

  • Management Console

  • Policy Management

1. Select Management Console > Policy management > Search for the policy you want to update:

2. Select the policy and then select Policy Document tab > Update policy document:

3. Select the release type, either upload new document (select Choose file to upload the document) or use current document

4. Select either to replace a policy with a new version, or to add a minor update. If replacing with a new version, complete the details below:

Document version number

Add the updated policy number, for example 2.1

Release notes (optional)

Summarise the changes made

Policy document

Upload the PDF, and any Word versions required, plus any versions in different languages

5. The new version details now appear in the History tab (minor updates don’t appear)

That covers updating and adding new versions. If you need different permissions to complete these actions, please message your Customer Success Manager: [email protected]

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