When a draft policy version is complete, you can change the stage from Draft or Approved to Effective to indicate that it is the current, official version guiding your organization.
From the left menu, select Policies.
Select the policy being made effective.
The Overview tab displays.
Select the Document tab.
Select the correct version from the View drop-down menu if it is not already displayed.
Click the Stage drop-down and select Effective.
The Change status warning displays, indicating that promoting this version to Effective changes the status of the current effective version to Retired.
Click Change to continue.
The Make Effective window displays.
Complete the following fields:
Effective - Date this version is effective. Default is today's date.
Owner - Primary contact for this version. Default is the policy owner.
Next version - Date that an updated version of this policy should be in place. Default is one year from today.
Next review - Date that the next review cycle should begin. Default is 11 months from today.
Sync the latest changes from the source before making it effective - This checkbox displays only if the document was being updated via LiveSync. It provides a final opportunity to synchronize with the source document before Hyperproof locks the policy document.
Optionally, check the Sync the latest changes from the source before making it effective checkbox. This checkbox displays only if the document was being updated via LiveSync. It provides a final opportunity to synchronize with the source document before Hyperproof locks the policy document.
A warning displays indicating that the contents of the current document will be replaced with the source version, including any edits made after approval. This step cannot be undone. Click Continue to fill in the checkbox.
Click Create.
The stage of this policy version is now Effective, and the prior effective version is changed to Retired.
