Paperwork FAQ
What happens when I archive a template?
Archiving a policy in Worknice removes it from being in active use - you will no longer be able to assign it to people. However, archiving does not remove any paperwork created from that template.
Should I add an expiry date on old paperwork that has a new version that will be assigned?
No, do not add an expiry date unless it does have a genuine expiry date. Old paperwork should remain on a persons profile as a superseded version. This approach ensures that historical data is retained and compliance is maintained