Can I create a copy of a Policy?

You can create a new version of the policy by navigating to:

  • Policies > Policies in Progress > Options > View Policy > Create New.

This will then archive off this current version of the Policy by taking it out of circulation.

  • A new version will then be created allowing you to make any required changes.
  • If you wish to create a copy of a policy without archiving the current policy, you will need to ensure the policy is a Template.
  • You can now create new versions of this as many times as you wish without having to archive. 
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