Keeping your policies up-to-date shouldn't feel like a scavenger hunt. When it’s time for a scheduled check-up, PolicyCo makes it easy to see exactly what needs your attention and how to move it through the finish line.
Spotting a Policy Ready for Review
You won't have to guess which documents need a look. There are two quick ways to find them:
Your Task List: When a policy is due, it’s automatically added to the task list of the appropriate user.
The Policy Grid: If you're browsing the main grid, keep an eye out for the word Review in red next to specific policies.
Diving Into the Review
Once you’ve found a policy that needs a check-up, click on it to open it. To get started:
Look at the top right section of the screen.
Click the Review icon—it looks like a small document with a checkmark on it.
The screen will shift into a split view: the policy text stays on the left, while the review pane opens on the right.
Approving the Review
If everything looks perfect and no updates are needed, simply click the Red Approve Review button in the right-hand pane.
Keep in mind: Only the user assigned as the Signing Authority has the power to approve a review. If your team has changed or someone is out of the office, don't worry—the assigned user can be updated, and the Review Cycle frequency can be modified right here as well.
Making Changes
See something that needs a tweak? You can jump straight into the editor:
Click the Editor icon (the pencil) in the top right.
Make your changes and then return to the review process.
Note: For more details on the full lifecycle—like creating, editing, and officially releasing policies—be sure to check out our companion article on those topics.