Entry: Proof > Policies. Who: Document owner and authorised approver.
- Create a draft with title, category, document type, owner, version and review cycle. Enter summary/content and link the framework or related controlled documents where relevant.
- Attach/select the source or signed document. Check that the displayed body and source refer to the intended version.
- Obtain the required review and use Approve with the requested approval/version details.
- Check the approved state and calculated next-review date. A deliberate date correction can use the edit field; do not change dates simply to remove overdue flags.
- For an existing current or overdue document, use Start review, update through the permitted controls and approve the reviewed version. Archive only under the organisation's retention process.
Complete when: Staff can identify the owner, approved version, source and next review. An approval record is distinct from staff acknowledgement or training completion; do not assume the application distributes the policy automatically.