This article explains how policy administrators can publish a policy once it has completed the approval workflow. You will need access to the Management Console and Policy Management to complete these steps.
Before you publish
A policy can only be published once all Policy Approvers have approved it and the workflow status has changed to Ready for Release.
Finding policies ready for release
Select Search and use the filters to refine your results.
Change the Workflow status to Ready for Release
Adjust the Policy Status to reflect the type of policy
Live – for existing policies where a new version is undergoing approval
In Development – for brand‑new policies going through their first approval cycle
Reviewing the policy before publishing
Once you select the relevant policy, open the Document tab. Here you will find:
The total number of comments made
How many comments have been resolved (not all need to be resolved before publishing)
The approval status of each approver, which must show as Approved
When all approvals are complete, select Publish.
Publishing the policy
During publishing, you can:
Update the version number
Add release notes
Select the Category, Sub‑category, Policy set, and Position – this controls where the policy will appear for users in the portal
Choose the appropriate Audience group who should have access to the policy
After completing these selections, choose Publish to finalise the release.
Conclusion
Following these steps ensures your policies are published accurately and made available to the correct users. If you need support, contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].