Managing a policy approval marked Approved
During the policy approval workflow, Hyperproof users are assigned approval tasks for specific policies. Approvers can mark the approval task as Approved or Request changes.
If all of the approvers mark their approval tasks for the policy as Approve, the Approval state of the policy is set to Approved. The policy manager who initiated the approval receives a notification each time an individual responds with Approve.
When the policy is set to Approved, Hyperproof automatically creates proof of approval and adds it to the policy version.
The policy manager can change the policy version stage to Effective. Hyperproof automatically changes the stage of the previous Effective version to Retired.
To make the approved Hyperproof version effective:
From the left menu, select Policies.
Select the policy being made effective.
The Details tab displays.
Select the Versions tab.
The Approval version is displayed by default.
Click the Stage drop-down and select Effective.
The Change status warning displays indicating that promoting this version to Effective changes the status of the current effective version to Retired.
Click Change to continue.
The Make Effective window displays.
Complete the following fields:
Effective - Date this version is effective. Default is today's date.
Owner - Primary contact for this version. Default is the policy owner.
Next version - Date that an updated version of this policy should be in place. Default is one year from today.
Next review - Date that the next review cycle should begin. Default is 11 months from today.
Click Create.
The stage of this policy version is now Effective, and the prior effective version is changed to Retired.