When we began our policy review and conversion 2 years ago, one main objective 
was to "separate" policy from procedure.

*         Policy goes through a formal approval process that is not required 
for procedure after the initial creation/approval of the policy & supporting 
procedures.  The reason being that procedure changes more often than policy, 
usually minor changes or process improvements with no impact upon the policy.

*         We use specific templates for each.  (Thank you ACUPA friends for 
helping me with this)

*         The procedure document is referred to and hyperlinked in the policy 
and  they are listed as separate yet connected documents  in the online policy 
'manual'.

*         Regarding dates, the policy document does not reflect a revision date 
for procedural changes.  This date is only noted on the procedure document .

*         As policy is reviewed bi-annually, this gives leadership and key 
stakeholders an opportunity to formally review procedures as well.

*         The formal review date is documented on both policy and procedure 
documents.

*         If the policy document was revised upon review, that would also be 
reflected in the policy document.

Hope this helps.

Lynda Lloyd, M.Ed., P.H.R.
Director of Institutional Policy & Compliance
NWACC Policy<http://www.nwacc.edu/web/policy/policy_procedure>
479-619-4248 office
479-381-8660 wireless

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From: [email protected] 
[mailto:[email protected]] On Behalf Of Hornsby, Eunice
Sent: Wednesday, April 16, 2014 7:35 AM
To: [email protected]
Subject: [acupa-l] Editing or Revising policies versus procedures

Hello all.

For those of you who have a combined document - policy and procedure - do you 
allow separate update dates (edit, revision) for each of those sections 
(policy/procedure), or when a document is updated, do you change both dates?  
In the past, we've had folks update both dates, and I'm leaning towards going 
the other way.  So I figured I'd ask to see if there is a "usual" practice out 
there.

-Eunice
Eunice Hornsby, Ph.D.
Policy and Training Director
The Ohio State University
Office of University Compliance and Integrity
1543 N. High St., Columbus, OH 43201-2190
614-292-8728 Office
[email protected]<mailto:[email protected]> 
compliance.osu.edu<http://compliance.osu.edu> 
osu.edu/policies/<http://www.osu.edu/policies/>
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