Working with Policy Versions and Amendments

Policies keep a full version history so you can track how they change over time.

The Versions tab

The Versions tab on the Policy detail page shows:

• Draft (if one exists): The current unpublished version. Select Edit & Publish to open it, or use the three-dot menu on the draft card to delete it.

• Latest version: The most recently published version, including who published it, when, the current acceptance count, and a Download button.

• Version history: A collapsible section listing all previous versions. Select the arrow to expand and view or download past versions.

Creating a new draft

To make significant changes to a published policy:

1. Open the Policy detail page.

2. Select Edit policy on the Latest version card.

3. Choose New draft version.

4. Edit, review, and publish the draft following the same flow as a new policy.

Amending a published version

For small corrections to a published policy (such as fixing a typo):

1. Open the Policy detail page.

2. Select Edit policy on the Latest version card.

3. Choose Amend published policy.

4. Make your corrections in the editor.

5. Select More > Save all sections, or use the per-section Save changes button that appears when you edit a section.

Important: Use amendments only for minor corrections. For larger updates, create a new draft so the full review and approval history stays clear.