Periodic Policy Review Procedures

The periodic review process is very similar to the process for revising a policy.

1. Login to the PolicyStat Admin Portal.
   Note:  CCHS users should login to the CCHS PolicyStat Portal.
2. Find the document in the Policies Due for Review (or Documents Due for Review) section on the dashboard or use the search bar at the top of the screen to find and open the document.
3. Click the “Review” link in the header section.
4. Review the document properties and content.
5. Scroll to the bottom of the document to invite department level reviewers and any appropriate campus partners to review and provide feedback.
   • To Invite a Collaborator:  In the comment box, type “@” and the person’s name to select them as a collaborator. You may also enter notes or directions for them.  Then, click “Comment” to submit.  This will trigger an email to the collaborator inviting them to join the conversation.  When the individual enters a comment, you will be notified by email.
6. Make any necessary edits.
7. Click the orange “Start Approvals” button at the top of the screen.  You will be prompted to enter a change summary. If no changes are needed, enter a comment to say that this is the periodic review and no changes are needed.