Version Control for Policies and Procedures

This tutorial will explain the New Version Control for Policies & Procedures and how to view your documents in the Archive.

The New Policies and Procedures Version Control will help you manage your past documents, edit existing documents and maintain accurate records. 

View Documents in the Archive 

Jump To: Version Control for Procedures

Creating a New Version of an Existing Policy 

1. In the left hand menu, select Documents and Files > Policies.
2. Under the Published Tab, and beside the policy you would like to update, choose Edit from the menu. 
   
   
   
3. A new version of the Policy will be created for editing, identified as Version 2. Make any changes to your Policy in the Editor and select Preview when you are happy with your updates.
   
   Click Publish at the top of the page to make the new version active.
    
4. Fill in the relevant information for the new version of the document (may be the same as the original) and set a new document review date. 
5. Upload a Signature and Publish the document. 

Creating a New Version of an Existing Procedure

1. In the side menu, select Documents and Files > Procedures.
2. Under the Published Tab, and beside the Procedure you would like to update, choose Edit from the menu. 
   
   
   
   
3. A new version of the Procedure will be created for editing, identified as Version 2. Make any changes to your Procedure in the Editor and select Preview when you are happy with your updates.
   
   Click Publish at the top of the page to make the new version active. 
   
   
   
4. Fill in the relevant information for the new version of the document (may be the same as the original) and set a new document review date.
5. Upload a Signature and Publish the document. 
   
   
   

Archived Documents 

• From the Archive tab, you can view the old versions of your published documents.
• From the menu, view, restore or copy archived versions.
• From View you can also print copies directly.