Manage legal workflow policies

#Page purpose

Create, edit and archive approval policies while monitoring their definitions, instances and decision performance.

#Before you start

• Sign in as legal governance and workflow administrators and confirm WatheeqTech shows /lex/workflow-policies; hidden controls indicate that your account lacks the required permission.
• Know the organization scope, status and urgency of the work you need to find before applying filters or saved views.
• Collect the reason, authority and supporting evidence required for any governed decision or state transition.

#How to use this page

1. 1
   Prioritize the work

   Use the Policies tab and KPI strip to review active, draft and archived policies plus routed, quorum and decision-speed indicators.

2. 2
   Process the right item

   Create or edit the policy’s scope, stage, approver role or user, quorum, authority evidence and active state; use Definitions for the underlying workflow design.

3. 3
   Clear the queue safely

   Inspect Instances and analytics to verify new work routes as intended, then archive superseded policies instead of leaving overlapping active scopes.

#Governance and expected result

• Operate only within the tenant, role and record visibility granted to you.
• Record the decision, reason and supporting evidence before completing a governed action.
• Use the page action for the transition rather than changing source data or maintaining a parallel offline status.
• Verify the resulting status, owner, timeline, version or audit event before leaving the page.