What Happens to a Policy on the Valid to Date? Is it moved back to Draft state for revision/approval or its retired?

[Sonali nikam]

What Happens to a Policy on the Valid to Date? Is it moved back to Draft state for revision/approval or its retired?

[Shiva Thomas]

Hi Sonali,

I believe you have to create you own process. I don't believe there is an out-of-the-box implementation for that. 🤨

You can create a Workflow, triggered on creation of a policy record, that wait until the expiry date to trigger more actions, or use a scheduled script execution like the one used to move control back to draft: "Control attestation nightly run" (in the sysauto_script table).

∴
Best regards from Switzerland
Shiva :¬,

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[Shiva Thomas · Accepted solution]

Hi Sonali,

When a Policy is published, the Workflow "Policy Review" is triggered by the "Start policy review workflow" Business Rule.

In this Workflow, the state of the Policy is updated 30 days before the Valid to date!
If the Policy has Reviewers defined, it goes automatically to the Review State. If it has none, it goes automatically back to Draft.

P.S: My previous comment was incorrect... I deleted that answer.

∴
Best regards from Switzerland
Shiva :¬,

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[Filip Laznicka]

Hello Shiva,

your answer is not correct. The state of the policy is updated 30 days after the Valid to date, not before!

The '30 day' limit can be also changed by sn_compliance.policy_expiry_to_review_time system property.

Regards,

Filip

[Jacques Clement]

Hi. I believe it is before, no?
Retire a policy