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In Action/Infographics
Infographic

AnswersWhat changes when we switch?

From draft to signed policy.

How a document is reviewed, approved and published as a policy that every person it applies to reads and signs.

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From draft to signed policy

Click the infographic to see it full size.

Text version
  1. Draft it. Write it in FlexManager or upload a file, with co-editors if you need them.
  2. Review it. It moves through your review stages, and each reviewer is told. Rejected? It comes back as a new version.
  3. Approved. Final approval publishes it, stamps the version and sets its next review date.
  4. Becomes a policy. A linked document becomes a policy, as a PDF, ready to send.
  5. Read and sign. Everyone it applies to gets their own link to read and acknowledge it, with a signature if you want one.
  6. Chased. Reminders go out until it's read. A new version asks everyone to read it again.
In this infographic
CommunicationsDocument ControlPolicy Control
Read the story behind itWhat's your Pain Point? - The Communication-Centric Site Supervisor→

More infographics.

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