Policy Selection – Select "My Tasks" in the left side navigation bar, then look under the "Collaborate" heading in the central window to find the policy you wish to open. Once you have located your policy document, select the title of it to open it.
Edit – A preview of the policy document will then display in your web browser. To edit it, select the "Edit Document" button. This should default to opening the policy document in Microsoft Word's desktop version in a separate Microsoft Word window. You may then edit the document as necessary, using Track Changes, and inserting Comments where appropriate to explain your changes or pose questions or concerns.
Please Note: The first time you open a document in PolicyTech you will need to set default options. When prompted, check the "Set as Default" checkbox next to "Open in Microsoft 365 desktop app (2016 or later)." Then, select the "Go" button to the right.
Save – After editing the document, save it in Word by selecting the disk-shaped save icon or by selecting "File" from the menu bar, and then "Save" (NOT "Save As"). Close the Microsoft Word window and return to your web browser. You should see a message like the following which reads: "Save and close Word then click Back to PolicyTech above." Select the "Back to PolicyTech" button to return to the policy preview page.
Close – Next, you have two options: (A) if you have finished all your editing of the document, select the "Finished Writing" button at the top of your window; or (B) if you wish to save, but also resume your editing of the policy at a later time, then select the "Save and Close" button instead. If you select to "Save and Close," you will be returned to your "My Tasks" list and the following steps will not be needed.
Comment – Add any comments in the small window which appears, and select "Save." The document will then move forward to the next step in the workflow.
Confirm – One last small window will appear, confirming who will or will not be notified. Select "Save" once more, and the tab or window containing the policy document should close. If not, close it to return to the PolicyTech "My Tasks" list.
Congratulations! You have successfully edited a policy!