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      Archive a policy

      Learn how to archive a policy.

      As soon as a policy is no longer needed, it can be archived. If a policy is archived, you can still access past versions through the version history, as well as acknowledgement records for the latest version if it required acknowledgement. 

      Who does this article apply to?

      In this article:

      How to archive a policy

      Steps 

      1. From the top navigation bar in the manager portal, go to Policies. 
      2. From the left-hand-side menu bar, go to Your Policy Library.
      3. Choose the policy you would like to archive, then choose one of the following:
        1. Hover over the row of your chosen policy, click the drop-down menu and click Archive.
        2. Click on the title of the policy, then in the upper right of the policy item details page click the drop-down menu and click Archive.

          Note: Only published policies can be archived. If you no longer need a draft policy, you should consider deleting it. 

      4. Click Archive again to confirm the policy can be archived. 

      Note: 

      • A policy cannot be unarchived once it is archived
      • Once archived, the status of the policy will immediately update to “archived” in Your Policy Library. 

       

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