How to Copy a policy?

Modified on Mon, 30 Jan, 2023 at 2:02 PM


How to Copy an existing Policy? 

Copying a policy means you want to create a brand new policy without linking it to any previous policies. This feature is to provide a quick copy to create a new policy record. If you want to capture the revision history, see Revise Policy. 


This option is available for policies that is in Active status.


When selected, the system will copy the below:


  • Policy Name
  • Content
  • Primary Contacts
  • Additional Contacts
  • Approval Required
  • Reviewer
  • Related Internal Control
  • Related Control Library



You will be taken to the add page to make edits. Notice you don't see any Previous History. When you're done, click Save to add this new policy. 


Alert: If you don't click Save, this record is not added. 


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article