Updating an Active Policy

Before you start

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

Updating a current policy
  1. In the side menu, select Business > Policies, click Active Policy tab.
  2. Click checkbox for the signed off Policy that requires updating.
  3. Click Duplicate, this will move a copy of the Policy into the In Progress tab making it available to edit.
  4. Archive the original policy by clicking into the Active Policies tab, select checkbox for the original Policy and click Archive.
  5. Make the required changes to the duplicated policy and then sign off once complete.

What's Next?

Creating an induction