How to Adopt an HTML Document from Policy Listing Screen

  1. Hover over the Policies tab
  2. Click on the name of a policy type
  3. Click on the name of the HTML document
  4. Click on the pencil icon to edit
  5. On the document edit screen, check the box Approved
  6. Enter the approved date in the Adopted/Revised/Rescinded date box
    Note: The Last Reviewed Date will automatically update when you enter a date in the Adopted/Revised/Rescinded Date field.
  7. Click Submit
    Note:
     Clicking on the Approved checkbox will require a date to be entered in the Adopted/Revised/Rescinded box. You will not be able to click Submit without a valid date.

How to Adopt an HTML Document from WIP Screen

  1. On the Work in Progress screen click the pencil icon beside the document to edit
  2. On the document edit screen, check the box Approved
  3. Enter the approved date in the Adopted/Revised/Rescinded date box
    Note: The Last Reviewed Date will automatically update when you enter a date in the Adopted/Revised/Rescinded Date field.
  4. Click Submit
    Note: Clicking on the Approved checkbox will require a date to be entered in the Adopted/Revised/Rescinded box. You will not be able to click Submit without a valid date.
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