Need to update, delete or archive a Live policy? Here's how
To make changes to a Live policy -
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Scroll down in the left hand menu and select Policies & Docs page.
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Under the Live tab find the policy you wish to make changes to and select the meatball menu (⋯).
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Select Update current version. (Note this menu option will not be visible if there is already a draft version created in the Draft table)
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Tick minor or major depending on the changes you want to make, add a reason for creating a new version, and select Continue to begin.
To delete the live policy -
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Select the All Docs tab.
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Find the policy you wish to delete and select the meatball menu (⋯).
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Select Archive. The policy will no longer appear under on Live tab.
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You can access and reinstate the archived policy via the the Archived tab by selecting the
icon.
Further questions? Please open a chat.