View the history of a redlining-enabled policy

Use the policy history related list to track the modifications made to the policy document.

Before you begin

Role required: sn_compliance_ws.corporate_compliance_analyst; mp_document_user

Procedure

1. Navigate to All > Policy and Compliance > Compliance Workspace.
2. In the Compliance Workspace, select the List icon ().
3. Navigate to Compliance library > My policies.
   You can create a new policy or open a record to enable the redlining feature.
4. Select a policy to open.
   If the policy is already published and requires a review, then reopen the policy for the review and approval processes.
5. To update the published policy, select the Edit policy button.
   1. Enter a reason for updating the policy in the Reason for edit field of the Edit policy pop-up.
   2. Select the Edit button.
      Edit policy action moves the policy back to the Draft state and opens it for yet another round of review and approval processes. When this cycle is complete and the policy is published, another record is created in the policy history.
6. Select the Policy history related list.
   The history of the policy document with the basic information such as the name of the policy, reason for change, policy owner, the latest version of the policy text as an attachment, the validity period of the document, the approvers, reviewers, and contributors of the document are added when the policy is created. However, the Knowledge Base article is created only after the policy is published. So is the Approved on field updated when the approvers approve and the policy is published.

   The records are added and are maintained in the policy history list whenever there’s a change made to the policy and reviewed, approved, and republished.

   Figure 1. Policy history related list

   

   You can view the entire history of the corrections and modifications made to the policy document from the time it was created. Update the policy document periodically to keep the policies current and up to date with the changing business processes. Maintaining a history of the policy document helps organizations track the next review cycle according to the changing business needs.