Document Workflow and Releasing
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      3. Document Workflow and Releasing

      Draft a New Version

      Contents

      • Overview
      • Pre-conditions
      • Steps
      • Notes

      Overview

      To edit a document that is currently released in the Policy Management module (and by that extent, probably even published in the Policy Portal module), you will have to move it to its next version's draft.

      Then, once all the pre-release stages have been completed, you or another document owner will have to move it to the Release stage to essentially finalize the new version (it will still need to be published on the Policy Portal).

      Pre-conditions

      • Document Level Permission: 'Owner'

      Steps

      1. Click Create New Version in the top right corner.
      2. (Optional): Choose between minor or major version.
      3. Fill out any required custom metadata fields and if needed any optional fields as well.
      4. Click Apply.
      5. (Optional): Add a note to provide some context about progressing a document to the Draft stage to the users who will be reviewing the audit trail.
      6. Click Confirm.

      Notes

      • The document's stage deadlines get recalculated based on the attached template's latest released stage periods.