Add a Draft from an Existing Policy

Draft and collaborate on new or existing policies that will be published to the Policy Library.

  • From the Workspace, navigate to the left-hand side bar and click Policy Project under your department name. 
  • From the Policy Project List View, click the View Details hyperlink to the right of the policy name
  • In the Policy Drafts box, click the + in the right corner of the box
    • A list of options will appear, depending on the available collections. 
  • From the New or Existing  drop down menu, select Existing
  • From the Templates drop down menu, select Latest version of the policy or the template you would like to use. 
  • Add policies to be edited by entering the policy number or name in the Add policies box
    • Note: You can add multiple existing policies at the same time.
  • Once all policies have been added, select Add in the bottom right corner of the window
    • You can now collaborate and begin editing the policy draft