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Statuses of Policy Management objects

Policy roll-out statuses (Policy owner)

  • New

    Initial status after generation of the policy roll-out.

  • In progress

    Is automatically set as soon as the policy owner starts editing and saves the results. Editing of the policy roll-out can continue later with this status.

  • To be approved

    Can be assigned by the policy owner when the policy roll-out should be made available for approval by the policy approver.

  • Approved

    Can be assigned by the policy owner when the policy owner approves the policy roll-out for publishing.*

  • Not approved

    Can be assigned by the policy owner if the policy owner does not approve the policy roll-out for publishing.*

Publishing statuses

  • Unspecified

    Initial status after approval by the policy owner when a start date is specified for the publishing period that has not yet been reached.

  • To be published

    Is automatically set after approval by the policy owner if no start date was specified for the publishing period. Or it is automatically set when policy roll-outs and policy roll-out confirmations are updated if the start date of the publishing period has already been reached.

  • Published

    Can be assigned by the policy owner if the preparations for publishing have been completed and the policy roll-out should be made available to the members of the policy addressee role.

Policy review statuses

  • New

    Initial status after generation of the policy review.

  • In progress

    Is automatically set as soon as the policy owner starts editing and saves the results. Policy review editing can continue later with this status.

  • Not reviewed

    Is set automatically if the policy owner has not edited the policy review within the review period.*

  • Approve unchanged

    Can be set by the policy owner if the policy roll-out can continue to be used without changes.*

  • Update required

    Can be set by the policy owner if the policy roll-out must be adapted to the current specifications before it can be used again.*

  • Cancelation required

    Can be set by the policy owner if the policy roll-out is no longer relevant and is no longer to be used.*

* The policy roll-out/policy review can then no longer be edited by the policy owner.

Policy roll-out approval statuses

  • New

    Initial status after the policy owner has assigned the policy roll-out the status To be approved .

  • In progress

    Is automatically set as soon as the policy approver starts editing and saves the results. Approval editing can continue later with this status.

  • Approved

    Can be selected by the policy approver if the policy approver wishes to approve the policy roll-out.*

  • Not approved

    Can be selected by the policy approver if the policy approver does not wish to approve the policy roll-out.*

  • Not completed

    Is automatically set if the policy owner closes the policy roll-out without the policy approver having completed editing the approval (Approved /Not approved ).*

* The policy roll-out approval can then no longer be edited by the policy approver.

Policy roll-out confirmation statuses

  • New

    Initial status after the policy owner has assigned the policy roll-out the status Published .

  • In progress

    Is automatically set as soon as the policy addressee starts editing and saves the results. Policy roll-out confirmation editing can continue later with this status.

  • Accepted

    Can be selected by the policy addressee if the policy addressee accepts the content of the policy roll-out.*

  • Rejected

    Can be selected by the policy addressee if the policy addressee does not accept the content of the policy roll-out.*

  • Not completed

    Is automatically set if the policy addressee is removed from the policy addressee role before the policy addressee completed the policy roll-out confirmation. If the user is re-added to the role at a later point in time, the policy roll-out confirmation remains closed and a new one is generated when the policy roll-out confirmations are updated.*

* The policy roll-out confirmation can then no longer be edited by the policy addressee.

Due statuses

The system sets the Due status for policy roll-outs, policy roll-out approvals and policy roll-out confirmations that refer to the planned editing date:

  • In time

  • Overdue