Update a policy and re-acknowledge

Policies need updates from time to time: a contact changes, the law changes, the business changes. The platform lets you edit a published policy and push it back out for fresh acknowledgement, while preserving the old version’s history.

Edit a published policy

  1. Open the policy from the admin library.
  2. Click into the editor.
  3. Make your changes. The version number increments automatically when you save.
  4. Save.

If your changes are minor (a typo, a date refresh), saving is enough. The next person to view the policy sees the new version.

Push for re-acknowledgement

If the change is meaningful enough that you want everyone to read the new version:

  1. After saving, click Repush on the policy.
  2. The system asks the assigned people to acknowledge the new version.

Existing acknowledgements don’t disappear, they’re now tied to the previous version. The new version starts a fresh acknowledgement cycle. So you’ll have, for example, “v2: 12 acknowledged of 14” alongside the older “v1: all 14 acknowledged” record.

Choosing between update and replace

For small changes, update + repush is the right tool. The policy ID stays the same, links don’t break, and everyone sees the same evolving document.

For major rewrites, consider withdrawing the old policy and publishing a new one (see Withdraw a policy). That gives a cleaner break in the version history, and makes it more obvious to staff that they need to re-read.

There’s no hard rule, but a useful test: if a reasonable person could mistake the new version for the old one, treat it as an update. If they’d recognise it as something different, replace it.

What employees see

When you repush, employees with the policy assigned to them will see it return to My Policies with the Action required badge. They can re-read it from start to finish and acknowledge again. The previous acknowledgement is still on their record, so the audit trail shows both: “acknowledged v1 on [date]” and “acknowledged v2 on [date]”.

Compliance calendar follow up

If your update changes the review date, the compliance calendar will reflect the new review date automatically. No manual calendar update needed.