How to Handle Policy Reviews (Without the Headache)
Keeping our policies fresh shouldn't feel like a scavenger hunt. Here’s the lowdown on how to spot what needs your attention and get it across the finish line.
How do I know if a policy is due?
You don’t have to go looking for trouble—the system will flag it for you.
Check your Task List: If a policy is up for review, it’ll land right on your personal dashboard automatically.
Spot the Red Label: If you’re scrolling through the Policy Grid, look for the bright Red "Review" Label. It’s basically the system waving a flag at you.
Review Notifications
To ensure reviews are completed on time, the system sends automated email reminders to the signing authority:
60 Days Prior: A notification is sent 60 days before the scheduled Review Date.
1 Day Before: A final reminder is sent 1 day before the Due Date.
Task List: The review task will remain visible in the signing authority’s Task List until the review is officially completed.
Jumping into the review
Once you open a policy that’s due, look for the Review Icon in the top right (it’s the little document with a checkmark).
When you click it, the screen splits: your policy stays on the left, and a dedicated Review Pane pops up on the right. This is where the magic happens.
Need to change something? Just hit the Editor Icon (the pencil), make your tweaks, and jump back into the review.
Everything look good? If it’s perfect as-is, just hit that big Red "Approve Review" button in the right-hand pane.
Who can sign off?
Only the Signing Authority can officially hit the "Approve" button.
Pro-tip: Life happens—people change roles or leave the company. If the wrong person is assigned to a review, any Policy Manager can jump in and update the Signing Authority or change how often the review happens (the Review Cycle) right there in the side pane.