Follow the following steps to revise a current policy.
NOTE: Do NOT click the orange “Start Approvals” button at the top of the screen. The Policy Manager will take care of that for you when all the preliminary reviews are complete.
- Login to PolicyStat.
- General Campus policy editors will use the PolicyStat Admin Portal.
- CCHS policy editors will login to the CCHS PolicyStat Portal.
- Use the search bar at the top of the screen to find the policy.
- Click the “Edit” link in the header section.
- Review the document properties and make any necessary edits to the content of the policy. Don’t worry about tracking changes, the system will do that for you.
- Scroll to the bottom of the policy 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.
- Enter a comment to answer the following questions:
- Why is this policy being changed?
- Summarize the changes.
- How does this policy compare to similar policies at UAB and UAH?
- Does this policy conflict with and Board Rules or pronouncements?
- What have you done to consult with those effected by the changes?
- Invite the following individuals to review and provide feedback.
- Policy Owner (if they have not already reviewed)
- Department Head (if different from Policy Owner)
- AVP
- Office of Counsel
- After all of the individuals in the previous step have reviewed and provided feedback, invite the Policy Manager (Jennifer Clark) to coordinate the rest of the review and approval processes.