How do I add Updated or Reviewed SOPs

  • Published on Nov 22, 2023
  • 1 minute(s) read
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Adding an Updated / Reviewed Policy

This article is for maintaining the Policies and Procedures loaded into IMPOWR.

  1. Navigate to the Policies, SOPs and Form Letters in the Planning section of the System menu and select it.

  2. Review the policy you are uploading and locate it on the page.

  3. Click on the IMPOWR ID number to open the record.

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  1. When the record opens, click Edit.
NOTE:

The Comment section is the field that is used for Keyword searches.

  1. Review the header of the screen for completeness:

For the Review Process, optionally update the Most Recent Review date, the Review frequency if known, and the date of the next review.

  1. Since every policy should have an owner assigned to them, click Choose, and select the appropriate staff member who owns the policy.

  2. Click Apply to save your entries and remain on the same page.

  3. Under the SOP Revisions tab, click the plus sign to add the revised policy.

A pop-up will appear

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  1. Click Select to locate the policy on your computer drive.
  2. Add a revision name (generally the same name as the policy). If the policy was revised, enter a revision date. Click Upload in the yellow bar

Your revised/ reviewed policy will appear.

  1. Click on the new row’s ID number.
  2. Check the Box next to Set As Active. Once checked, a green check mark will appear. This allows staff to view the new policy (by clicking on the eye).

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  1. Click Save to save your updates.

The “Active” check mark will move from the previous policy to the one you added.