To update a policy, please follow these clear and straightforward steps to ensure the process is completed smoothly and correctly.

1. Begin by navigating to the Policy > Policies section. This is where you can find all policies that are currently being worked on or require updates.

Next, identify and select the specific policy that you wish to update from the list available. This will open the policy in the editing area.

Within the policy creation or editing area, locate the Select File button. Click on this button to upload the new version of your policy document, replacing the previous file with the most current one.

Finally, to complete the update process and save your changes, click on the Update Policy button located in the upper right-hand corner of the screen. This action will ensure that your new policy version is stored and ready for use.

You will be asked to provide an Audit note for this change, there is a minimum of 50 characters required for these notes. A record of these Audit notes are currently not available on the platform, however the Support team can provide these upon request.

If I update a policy, will existing users receive a notification?

It is very common to update policies regularly to reflect any changes in procedures or regulations. It is crucial that new staff members only have access to the most up-to-date version of the policy. This helps prevent any confusion or disputes that may arise if outdated procedures are followed.

When you update a policy through MyCompliance, please note that existing staff members will not receive a notification about the update. Instead, only new users who access the policy after the update will be targeted with the latest version. This approach ensures that new employees are informed of current procedures without overwhelming existing staff with repeated notifications.

If I update a policy, does it automatically sync into the Campaign?

If you have a policy that has already been published as part of a Campaign but requires an update, this can be done easily through the system by following the above instructions. 

Once you have applied the update, the new version will automatically be integrated into the Campaign. This means that any new recipients who are part of the Campaign will receive the updated policy, ensuring that everyone is working with the most current information available.