Updating an Active Policy

Note - Due to version control Safe Ag Systems does not allow you to update active policies. A duplicate copy can be made available for editing in the In Progress tab and the original can be archived.

On Desktop Only

  1. In the side menu, select Documents and Files > Policies, then click the Active Policies tab.

  2. Click the checkbox for the relevant Active Policy and click Duplicate, this will move a copy of the Policy into the In Progress tab making it available to edit.

  3. Archive the original policy by clicking into the Active Policies tab, select checkbox for the original Policy, and click Archive.
  4. You can then make the required changes to the duplicated policy from within the In Progress tab - Editing an In Progress Policy