Policy Requests
Policy & AuthorityPolicy Requests provide a structured submission and approval workflow for policy changes. Rather than editing policies directly, changes are proposed through requests that follow a configurable approval process.
Requests target policies in the Policy Library. Approval routing is configured through Workflows, and reviewers act through the Approvals interface.
Request types
| Type | Purpose |
|---|---|
| CREATE | Propose a new policy |
| UPDATE | Request changes to an existing policy |
| RETIRE | Initiate the retirement of a policy |
| PUBLISH | Submit an approved policy for publication |
| REVIEW | Trigger a scheduled review cycle for an existing policy |
Request list view
Navigate to Policy Lifecycle to access the request list. The view displays a request stats bar with counts by status, giving you a snapshot of pending, in-progress, and completed requests. The list supports filtering by request type and status.
Creating a request
Select the request type
Click New Request and choose the appropriate request type from the options above.
Fill in request details
| Field | Required | Description |
|---|---|---|
| Policy Name | CREATE only | Name for the new policy being proposed |
| Existing Policy | UPDATE, RETIRE, PUBLISH, REVIEW | Select the policy this request applies to |
| Reason | Yes | Explanation of why this change is needed |
| Scope | Yes | Who and what this request affects |
| Related Standards | No | External standards or frameworks this request relates to |
| Document Content | CREATE, UPDATE | The proposed policy content or revisions |
Submit the request
Click Submit to create the request. It is created with PENDING status and triggers the configured workflow for the selected request type.
Request detail page
Each request has a 5-tab detail view for managing the request through its lifecycle.
- Details — Request information including an approval decision panel where reviewers can take action (approve, reject, request changes, or grant an exception).
- Policy Content — The proposed policy content for review, showing what will change if the request is approved.
- Workflow — Visual workflow progress showing the current stage, assigned reviewers, and completion status for each step.
- Team Assignment — Team members involved in the request, including the requester, reviewers, and any additional stakeholders.
- History — Audit trail of all actions taken on this request, including submissions, reviews, and status changes.
Request lifecycle
Requests start with PENDING status when submitted. They move through the workflow stages defined for the request type, with reviewers acting at each stage. A request completes when all required approvals are granted. If any reviewer rejects the request, it returns to the submitter for revision or withdrawal.
Permissions
| Permission | Description |
|---|---|
policy:manage | Create and submit policy requests |
| Workflow role | Reviewing and approving requests requires the appropriate workflow role assignment for the relevant stage |