Send a policy for approval, and approve it

1. When the draft has no gaps left, open the policy and tap Send for approval.
2. The person approving opens it. For a new version, write what changed in a line, and say whether staff must read and sign it again.
3. Tap Approve.

Whoever edited the draft doesn’t approve it: the Owner or another Manager does. The Owner can approve their own.

When it’s done

“Approved. It’s live.” Everyone who must read it is asked to, and the next review date is set.

If it doesn’t work

• Send for approval is greyed out: the policy lists the gaps still to fill in.
• It says you edited this draft: ask the Owner or another Manager to approve it.
• Approve is refused for details to check: check each one under Your details to check first.