Approving a policy in Edvance


Dualta Moore
Last Updated: 3 hours ago

Policy approval in Edvance captures a formal board decision for a specific version of a policy, along with supporting evidence. This gives you an inspection-ready governance chain from draft to approval — all in one place.

Step 1 — Ensure the policy version is ready

On the policy detail page, confirm that the current document is correct and any necessary consultation has been completed. Consultation responses are visible in the Consultation tab, with counts of recipients and responses per cycle.

Step 2 — Record board approval

Go to the Board Approval section for the policy version. Enter the meeting date, resolution text, chair's name, and any relevant notes. Save the approval record to mark this version as approved in the policy lifecycle.

Note: If the policy was approved as part of an in-system board pack, the board pack decision record counts as the approval — you do not need to record it again here separately.

Step 3 — Attach approval evidence

Upload or link supporting evidence such as signed minutes, signed policy PDFs, or approval records. These files appear in the Evidence register with type, linked date, and download links — and are included in the policy's assurance pack.

Step 4 — Generate an evidence pack (optional)

From the Assurance tab, use Generate Evidence Pack to create a board- and inspector-safe summary of the policy's lifecycle, consultation, approval, and evidence. The pack is saved to your evidence library and can be downloaded for inspection visits.

Once approval and evidence are in place, the policy's governance state and inspection readiness indicators update accordingly.


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