Adding a retired policy version
Roles and permissions
The following roles can add versions to a policy:
Administrators with manager or contributor permissions for the policy
Compliance managers with manager or contributor permissions for the policy
Users with manager permissions for the policy
A policy version contains the following:
A version of a policy document
Current stage of the version. Stages include Draft, Approval, Effective, and Retired.
Dates that the version was created, reviewed, approved, and retired, if applicable
Proof providing evidence that the document has been approved or attesting to employee acceptance
Policy versions and their associated documents are automatically retired when a new version becomes the effective version. A list of retired versions is displayed on the Details tab. View retired policies by selecting the correct Version ID on the Versions tab. See Viewing a policy document.
If you have retired policy documents and want to include them in Hyperproof for historical purposes, you can add those policy versions directly into Hyperproof without going through the Draft and Approval stages.
To add a retired policy version:
From the left menu, select Policies.
Select the policy where you want to add the retired version.
The Details tab displays.
In the Retired section, click + Add retired.
The Create policy version window displays.
Complete the following fields:
Version ID - This field is required and must be unique within the selected policy. A version ID might be a version number or a year, such as Ver-1 or 2025. Version IDs can be a maximum of 12 characters.
Effective - Date the policy version became effective.
Approved - Date the policy version was approved.
Retired - Date the policy version was retired.
Click Create.
The retired version displays in the list of versions.
Once the retired version is created, you can add the retired policy document or file to that version from the Versions tab. See Adding a policy document.