Screenshot needed: Policy Versions and Updates in Teamli.
Policies can be updated with new versions while maintaining history:
Uploading a New Version:
- Go to Policy → View Policy
- Click "Upload New Version"
- Select the updated document file
- System automatically increments version number
- Previous version is archived but remains accessible
Version History:
- All versions are kept for audit purposes
- View version history in policy details
- See version number, upload date, and file name
- Download any previous version
Current Version:
- The latest version is marked as "Current"
- New assignments use the current version
- Staff viewing the policy see the current version
Re-Acknowledgment:
- When a new version is uploaded
- Admins can require staff to re-acknowledge
- Staff who already acknowledged see the update
- New acknowledgment is linked to the new version
Version Numbering:
- Versions are numbered automatically (v1, v2, v3, etc.)
- Version number increments with each upload
- Version number is shown in compliance reports
Best Practices:
- Upload new versions when policy content changes
- Add notes explaining what changed
- Consider requiring re-acknowledgment for significant changes
- Keep version history for compliance and audit
Viewing Versions:
- Policy details show all versions
- Click "View" to see any version
- Download specific versions as needed
- Version information is included in compliance reports