Editing and updating policies when required is quick and easy:
- Find the policy that you want to edit and click the edit icon
- Make changes as needed. You can change the title, content, tags, attachments (links), videos, and Mappings.
- Check the permissions & verification before clicking update. You can change permissions as needed, add/remove quiz or sign off confirmation, or add/update the schedule policy review.
- Click the Update button.
- On the pop-up, do not tick the box if you do not want a new version, not to send an update, and do not require a new sign-off for "required reading". This is useful if you are fixing typos or adding things that do not need a new sign-off by users.
- Tick the box before clicking "Continue" if you DO want any Roles/users marked as "Required Reading" or "Notify Users" to be notified of the change, and do require users to complete any required verification such as sign offs.
- If you have the "Scheduled Reviews" feature enabled, this step is also when you can "Mark as Reviewed" which will set the new review date from the current date.
In addition to editing policies, you can also manage the manual in a variety of other ways to suit your companies needs. See this page for more information, and below is a few examples.
You can change the order of the policies any time using the drag and drop function; and also "map" other policies from other manuals or sections by using the Document library.
The Document library is a collection of all the policies in the entire Op Central system, not just the manual you are in.
Clicking the unlink button on a policy will remove it from the manual you are viewing. The policy will still be in the Document library if you want to put it back, and it will also still be visible to permitted users via the "All Policies" page, and via the global Search. It does not unlink it from any other manuals it may be in.
If you want to completely eliminate a policy from the system, you can delete it via the document library. Deleting a policy will remove ALL associated records from the system, including all versions and sign off records. This will also delete it from every other manual it lives in. Deleting is irreversible, so if in doubt, it is strongly recommended to Archive the policy instead.