Question - "retiring" a policy how to

[eramba]

today we got this question:

We have a policy that has been replaced by another policy. Is there a way in Eramba to retain it for our records without needing to continue to review it?

int ref: https://eramba.zendesk.com/agent/tickets/15811

retiring im sure means different things to different people .. like everything in this bloody industry, but based on the immediate translation of the word and the question i would:

1/ delete all incomplete reviews in the future , that will make sure the polcy is never going to miss a review in the future and you will therefore never hit a yellow status (incopmlete review)

2/ i would create some custom field (you can also use tags) to highlight this polcy as retired (lucky policy, i would like to be retired too!)… i do it with tags now but you can do it with custom fields too.

I think that is at least one way of doing this .. im sure there are other ways. you can also creaet a notification that triggers when retired status switches on (or off) and notify the policy roles…

i hop this helps

[jpeppas]

I have actually now run into this.. Reviewing various policies, I am simplifying, condensing, migrating to other policies/procedures.

I order to follow this, I have created a custom field “Retired (yes/no)” but I think that there should be some consideration of adding the “Retired” or “Obsolete” or “Superseded” in the Status of the Policy, since it’s (in my opinion) something quite common

[david.davis]

It is a very basic part of any documentation workflow, I remember requesting a way to do it about 4 years ago too.

My workaround in the meantime has been to add a custom tag for ‘OBSOLETE’ and put the next review 100 years into the future so I will not be bothered by any reminders

[david.schroth]

Pro tip. After you create the review (needed to do the last review), you can then delete the review and never be bothered again, even in 100 years.