Update or edit Policies

Issue/Question

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Are we able to go in and easily update the policies whenever we want/need to?

Resolution

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You are able to make edits and adjustments at any point to a policy. Important: if you make an edit, even adding a period to a policy that has previously been agreed to by a parent, they will be forced to reagree each time you make changes. An edited policy is considered a new policy/agreement. 

To edit an existing Policy:

1. Navigate to the Gear icon > Settings > Policies.
2. To edit a Policy, click the Policy name to open the Edit Policy page, or click the row actions menu (three-dots) > Edit.
3. Make your edits to the name, description, or the body of the Policy.
4. Click Save Changes.

If you are intending to edit/update, we recommend to Copy an existing Policy, then make all edits on the copy. When ready, add the updated Policy to the Policy Group.

⚙️ User Permissions may limit access to this feature or functionality.