Renaming a Policy

Renaming a Policy

Sometimes policy names will need to be updated or changed. There are different processes for changing the name of a published and unpublished policy.

A policy name cannot be changed, without first creating a new version of that policy. To rename the new version of the policy:

1. Select Policies from the Management Menu.

2. Select the policy from the policy list.

3. You can create a new version of the policy by:

a. Selecting “Actions” and then “New Version”

b. Selecting “Click Here”

4. Click the green “Save” button to confirm that you would like to create a new version of the policy.

5. Click into "Name."

6. Type in the name of the new policy.

For Unpublished Policies:

1. Select Policies from the Management Menu.

2. Select the policy from the policies list.

3. Click into "Name."

4. Change the policy name and press enter. Your changes will be automatically saved.

5. You can publish the new version of the policy by clicking “Actions” and then “Publish Version”

6. A pop-up will ask you to confirm that you would like to publish the policy. Click “Publish.”