Scheduling and managing policy review cycles

Policies should be reviewed at set intervals — typically annually for most IG policies. Folelse tracks review dates and alerts you before policies become overdue.

Review status indicators

• Current — review date is more than 30 days away.
• Due Soon — review date is within 30 days.
• Overdue — review date has passed.
• No Date Set — no review date has been configured.

How to review and update a published policy

1. 1 Open the published policy.
2. 2 Click "Edit Policy" — this creates a new Draft version while keeping the published version live.
3. 3 Make your changes in the editor.
4. 4 Update the Review Date in Document Properties.
5. 5 Click Save Draft, then Publish.
6. 6 Enter a Change Summary describing what you changed.
7. 7 The new version is published; the previous version is archived in Version History.

Archiving an obsolete policy

1. 1 Open the policy.
2. 2 Click the three-dot menu → Archive.
3. 3 Archived policies are hidden from the main list but retained in your account for audit purposes.
4. 4 They can be restored from the Archived filter view if needed.