Editing a published policy – MetaCompliance

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Editing a published policy

10 July 2024 08:17 Updated

In a published policy, you have the ability to modify the following components:

Tab Name	Can Modify	Cannot Modify
Policy	Details: Name, Title, Keywords, Policy Author Policy Sections: Title, Description, Policy Create Date, Edit policy content/file, Add or remove section	-
Response Options	Text Properties Add or remove response option	-
Categories	Change the category assigned to the policy	-
Options	Make Policy Private Content type - Mandatory or Optional Set Email Alert Change Policy Image Customer Versioning	Send to MetaEngage Enable Time Spent Create as attached policy Requires User Login Anonymous Responses Create as GDPR Policy Manage in Campaign Survey Attached
Related Items	Add or remove related items	-
Approval	-	Approvals Process - Yes/No
Target	Update Targets	-
Email	Subject Line Email Type Email Body Send in User's Preferred Language	Send Email Now/Send Later

After making the necessary edits to the desired component, click on Update Changes.

You will then be prompted to provide an audit note detailing the modification you made.
Following this, the policy will be updated, resulting in a minor version change.
It's important to note that users will not receive notifications about the update; instead, the existing policy will be seamlessly updated in the background.

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