Adding a 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
If you have policies that are already approved and are in effect at your company, you can start by adding those policy versions directly into Hyperproof without going through the Draft and Approval stages.
See Adding policies to add an empty policy.
For flexibility, you can add versions from multiple locations in a policy. Some links are visible only when the policy version is in a specific stage.
Details tab
Effective - Add effective policy
Create/Review - + New version
Retired - + Add retired
Versions tab
Version - + Add version
Version - Add first version
To add a policy version:
From the left menu, select Policies.
Select the policy where you want to add a version of your policy document.
The Details tab displays.
Select the Versions tab.
Click +New version.
The Create policy version window displays.
To add a new version, select the Create / Review tab and complete the following fields:
Note
The Create / Review option displays only when no policy versions are in the Draft or Approval stage.
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, with a maximum field length of 12 characters.
Stage - Select Draft if the version is still in the creation and review process, or select Approval if the policy version is complete but awaiting approval.
To add an existing policy that is currently in effect, select the Effective tab and complete the following fields:
Note
If you have a policy version in the Draft or Approval stage, the Create / Review and Effective tabs don't display, and you can only add or replace the effective policy version.
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.
Next version - Date the version should be reviewed and updated if necessary.
Published URL - URL where employees can view the policy.
Click Create.
Once a version has been created, you can add a policy document at any time. See Adding a policy document.