Review a policy

It is important that the right people in your organization are involved in the review of policies.

Before you begin

Role required: sn_compliance_admin or sn_compliance_manager


  1. Navigate to Policy and Compliance > Policies and Procedures > Policies.
  2. Open the Policy record.
  3. Review the policy details, making updates as necessary.
  4. Continue with one of the following actions:
    To move the policy back into draft
    • Click Back to draft.
    To request approval for the policy
    • Click Request approval.