Revise Policies (for Policy Exceptions)

How to Revise Policies in the C1 Risk Platform

Published policies may be opened and revised at any time, for example, if a policy exception is submitted that requires an immediate policy revision. When the policy is revised, the previous version is Archived automatically, and the new version can be published. 

• In your published policy record, go to the ellipses drop-down menu and select Revise Policy

• Once you have completed your edits, click Save. Now, you can note any edits in the Notes or Comments Section. 
  •  The Comments section enables you to share your edits with collaborators. 
  •  The Notes Section can be seen only when in the Policy Record

• If the policy does not need further review or approval, you can publish the new version using the ellipses drop-down menu and select Publish.
• The new version will be published (Active) and the previous version will automatically archive.