This guide explains how you can review a policy, add comments, and complete the approval process using the Approval Workflow. These steps apply to any user who has been granted the Policy Approver permission. If you're not sure whether you have the correct access, you should contact your administrator or your Customer Success Manager.
How to review a policy and leave comments
You can review policies and add comments directly from the Management Console. This helps ensure that all approvers and policy managers can collaborate easily before a policy is finalised.
Open the Management Console and select Policy management
Select Policy approval to see all policies waiting for your approval, as well as policies already approved by all required approvers
Select the policy you want to review by clicking its name
In the left-hand panel, select Comments
Use the comments area to:
Add a new comment
Review comments added by other approvers or policy managers
Reply to existing comments
If needed, you can filter the view to show only unresolved comments by selecting Show unresolved comments only
Once you’ve finished adding comments, select Close Policy
Tips
Use comments to raise queries, clarify content, or make suggestions before approving
Always check whether existing comments already address your question before creating new ones
Conclusion
You now know how to add and review comments within the Policy Approval Workflow. If you need help with permissions or any part of this process, contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].