How to Edit a Policy Type

  1. Hover over the Policies Tab
  2. Click on Policy Type Administration
  3. Click the Pencil button next to the Policy Type you wish to edit the name of or change the visibility
  4. When finished, click Save and Close

How to Delete a Policy Type

  1. Hover over the Policies tab
  2. Click on Policy Type Administration
  3. Click on the trash can icon next to the policy type you wish to delete.

    Note: You will not be able to delete a policy type that has active documents associated with it. You will first need to rescind or delete the documents and then the policy type.
    The Board Policy Manual type (or policy type that has an asterisk next to it) cannot be deleted.

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