Editing Policies

Reviewing your policies should be done to ensure they are still relevant. You may need to change the content and re-publish.

Note: Your Access Level may restrict the use of some features.

Editing a policy will create a new version and archive the original version.

From the left menu, navigate to Documents > Policies. Navigate to the Published tab.
Select more options ••• and Edit.
Click OK to confirm.
Select edit properties to open the policy in the editor.
1. Creating Policies provides guidance on formatting.
Edit and click Save.
Click Preview to see how your policy will appear for users. Use the phone, tablet or desktop icons at the top of the preview screen to view.
Click Publish and complete fields. Set user access to the policy by selecting access levels under Who has general access to this document.

Version Control

Policies shown in the Published tab that have an edited version that is not yet published will show an edit icon next to the version number.

If a new version of a Safe Ag Systems template is available a New template available icon will display next to the review date.

When a new version of a Policy is published the old version will be automatically moved to the Archive tab.