Creating CS Policy Versions

You update a CS policy by creating a new CS policy version. The new version becomes the active default immediately, and the previous version is preserved so that you can review or restore it later. You can create a new CS policy version from:

• The New Version quick action on the CS Policy record.

Note:

The standard Edit button is not available on the CS policy record. Use the New Version action to make changes.

To create a new CS policy version from the CS policy record:

1. Open the CS policy record that you want to update.
2. Click New Version in the highlights panel.
3. Review and edit the policy content. The content is pre-filled from the current default version.
4. Click Next.
5. Review the AI-generated execution instructions.
6. [Optional] Click Back to revise the policy content and regenerate the execution instructions.
7. Click Save.

A success message confirms that the new CS policy version has been created, with a link to the new record. The new version becomes the active default, and the previous version is preserved in the policy's version history.

For more information, see CS Policy Version Overview, CS Policy Version Fields, and Restoring a CS Policy Version.