Policy Versioning

Adding Versions of documents allows you to keep a copy of a document and create a new document, marking the old document as replaced.

Why do you need versioning?

If you have an audit and there is a recommendation to change a Policy, then you can keep a copy of the document as it stands and mark it as replaced and make the required changes to the new document. AuditLink retains a link to the old document.

Tip

This lets you go back and view the original document that was in used at a point in time. If a problem arises you can demonstrate that a new Policy was implemented, what the old Policy was and what the new Policy is.

When you view documents in the Policy Versioning screen it only shows documents that have a status of Current

Replace

There are two scenarios when replace is more helpful

1. You make a completely new Policy alongside and existing and now want to retire the existing document and reference the new one
2. You import new content that replaces existing content

Select a document and click

To Save a version, select a document and click the Save Version Button.

GuildLink makes a new document based on the selected document and marks this one as Replaced.

Create a PDF report for the currently selected item.

Create a PDF report for Policies.