Before you start
- You will need to have Created a new Policy
Note - Due to version control Safe Ag Systems does not allow you to update current policies. A duplicate copy can be made available for editing in the In Progress tab and the original can be archived.
On Desktop Only
- In the side menu, select Business > Policies, click Current Policy tab.
- Click checkbox for the signed off Policy that requires updating.
- Click Duplicate, this will move a copy of the Policy into the In Progress tab making it available to edit.
- Archive the original policy by clicking into the Current Policies tab, select checkbox for the original Policy and click Archive.
- Make the required changes to the duplicated policy and then sign off once complete.