Separate drafts from live policy
Prepare edits without replacing the published version. Release a new version when the authorised publisher is ready.
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Prepare edits without replacing the published version. Release a new version when the authorised publisher is ready.
Set role audiences, effective dates and review dates for confidentiality procedures, staff handbooks and other firm policies.
Require acknowledgement where appropriate, review the recorded count and retain the policy's version history.
Add the title, category and content, then set the intended audience and relevant dates.
Review the draft and release it through the publishing permission, with a note explaining the change.
Review acknowledgement records and revisit the policy when its content or the firm's requirements change.