How to Adjust an Existing Approval Policy

B.

When it comes to adjusting an existing approval policy that is already assigned, it's important to do so carefully to ensure that the policy changes don't disrupt the workflow or create confusion among the stakeholders. There are a few different methods that can be used to adjust an approval policy, but each has its pros and cons.

Let's take a look at each of the answer options in detail:

A. Edit the existing policy and update the policy version number. This is a valid method for adjusting an existing approval policy that is assigned. When editing the policy, it's important to make sure that any changes made don't disrupt the workflow or create confusion. Updating the policy version number ensures that any changes made to the policy are properly tracked and documented.

B. Copy the policy, edit the copy, and assign the new copy of the policy. This method involves creating a copy of the existing approval policy, making changes to the copy, and then assigning the new policy. This can be a good option if the changes being made are significant and could potentially disrupt the workflow. However, it's important to make sure that any stakeholders who are impacted by the change are properly informed.

C. Create a new policy, delete the old policy, then assign the new policy. This method involves creating an entirely new approval policy, deleting the old policy, and then assigning the new policy. This can be a risky method, as it could potentially disrupt the workflow or create confusion among stakeholders. It's generally best to avoid this method if possible.

D. Export the policy, edit in an XML editor, and import the policy. This method involves exporting the existing approval policy, making changes to the XML file using an editor, and then importing the updated policy. This can be a good option for making changes quickly and efficiently, but it requires some technical expertise to ensure that the XML file is edited correctly.

In summary, the correct method for adjusting an existing approval policy that is assigned depends on the specific situation and the changes being made. In general, it's best to use method A or B to ensure that any changes made are properly documented and stakeholders are properly informed. Method C should generally be avoided, and method D is a viable option for those with the technical expertise to use an XML editor.