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Take a newer library version of a policy

For Manager, Owner

  1. Policies lists any policy the library has a newer version of. Open one.
  2. The policy says “The library has version 2 of this policy.” Tap What changed to see each sentence as it was and as it is now.
  3. Tap Take version 2.
  4. If your draft has your own changes, it asks first, because taking it replaces them. Tap Take version 2 again, or Cancel.
  5. Send the draft for approval as usual.

A live policy stays live as it is until the new draft is approved.

When it’s done

The line goes, and the draft has the library’s new wording. Policies no longer lists it.

If it doesn’t work

  • You want to keep your own changes: copy them from the draft before you take it, then put them back with Edit the draft.
  • It says the library now has a later version: reload the page to see what changed.
  • There’s no line: the policy is already on the library’s latest version.
The library has version 2 of this policy, What changed, and Take version 2.
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