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Restart Policy Review

Compare policy versions and prepare a linked review for changed terms

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Restart review when a signed-off policy changes
Reads
  • Policy change notice
    Policy change notice

    Your file change notice identifies the signed-off policy and its new version.

  • Current policy version
    Current policy version

    Your current policy version supplies the revised text and a link to the file.

  • Prior review
    Prior review

    Your prior review identifies the approved version, its decision, and who signed off.

  • Reviewer list
    Reviewer list

    Your controlled-document reviewer list names who may review changes to this policy.

  • Material change rule
    Material change rule

    Your material change rule determines which changes need another review and which sign-offs remain valid.

  • Authorized coordinators
    Authorized coordinators

    Your authorized coordinator list identifies who receives the pending decision or resolves an unclear reviewer.

  • Handoff hold status
    Handoff hold status

    Your chosen hold status keeps the revised policy from moving forward before a decision.

Controlled policy manager
Controlled policy manager

Your controlled policy manager keeps the policy versions, prior decision, linked review, and handoff hold together.

Controlled policy manager
Is the approved decision or reviewed version missing?YesNo
Flag the policy for manual reconciliation.
Writes
  • Manual reconciliation flag
    Manual reconciliation flag

    Your policy needs a person to find the missing approved decision or reviewed version before another review.

Verify completeness and compare versions against the review rules.
Check the old decision's status and which sign-offs remain valid.
Do the rules leave the required reviewer unclear?YesNo
Hold the policy and ask the coordinator to choose a reviewer.
Writes
  • Handoff hold
    Handoff hold

    Your policy shows a pending-review hold so the team can wait for the coordinator's decision.

  • Reviewer selection request
    Reviewer selection request

    Your compliance coordinator gets a request to choose an authorized reviewer when the rules do not name one.

Has the policy changed again during this run?YesNo
Stop before writing an outdated review.
Summarize changes, link a pending review, and hold the policy.
Writes
  • Policy change summary
    Policy change summary

    Your coordinator sees the changed terms, both version links, and the reviewers affected by the change.

  • Linked pending review
    Linked pending review

    Your coordinator gets a pending review linked to the revised policy and its earlier decision.

  • Handoff hold
    Handoff hold

    Your policy shows a pending-review hold so the team can wait for the coordinator's decision.

This Agent starts when a signed-off controlled policy changes. It compares versions and checks your reviewer rules. It links a pending review and holds handoff for your compliance coordinator.

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Google Drive
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Airtable
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monday.com
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Google Contacts
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Podio
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Kintone
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Made for your industry

Restart Policy Review is made for businesses in these industries.

Made for your role

Restart Policy Review is made for people in these roles.

Made for your department

Restart Policy Review is made for people in these departments.

How Restart Policy Review works

3 steps, in order, on every run.

  1. Check the policy versionsRead the current policy and the version behind its prior decision. Stop for manual reconciliation if either record is missing.
  2. Compare changes and reviewer decisionsCompare versions under your material-change rule and check the old decision. Keep prior sign-offs only when your reviewer list allows.
  3. Hold for a new decisionLink the old decision to a pending review for your compliance coordinator. Hold the policy handoff until they decide.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Drive, Airtable or monday.com.

6 tools
Set your rules
  • Connect the reviewed controlled policy location and identify the linked earlier review or decision field.
  • Enter the controlled-document reviewer list and material-change rule, authorized compliance coordinator names, and the status that holds handoff pending review.
  • Limit access to the controlled policy and review destination to the responsible team.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Restart Policy Review:

Which rules guide this document review and approval?

You provide the controlled-document reviewer list and material-change rule. You also choose who can coordinate the next review.

Can unchanged sign-offs carry into the new review?

Yes, when the reviewer list and material-change rule you provide allow it. Your compliance coordinator still makes the final decision.

What if the prior approved version is missing?

The Agent flags the policy for manual reconciliation and creates no fresh approval. Your team can resolve the missing link.

What if the policy changes again during review?

The Agent rereads the policy and stops before writing an outdated request.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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