Private Site: Editing Policies
- Opening the Editor: Click the Edit icon on a policy to open it in the CK Editor. You can toggle Track Changes on to highlight your modifications in real-time.
- Split-Screen Comparison: When editing an updated policy or comparing documents, the system will automatically open a split-screen view. The editor always appears on the right side, while a reference document (such as an update template or current policy) remains on the left. You can use an on-screen button to choose which document sits in the editable right-hand position.
- Saving Changes: Once your edits are complete, click Save in the upper right corner. A blue track changes icon will appear next to the policy, indicating it has been modified.
- Setting Statuses: After saving, use the Status drop-down to assign a label (e.g., Revised, For the Board, Adopted). This tracks the document's progress and helps you easily filter your workflow.