<!-- RTOSafe Help — rendered version: https://rtosafe.com.au/help/policy-versions -->

# Create a New Version

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## When to Use This

When you've updated a policy document and need to replace the current version in RTOSafe. Creating a new version:

* Keeps the previous version in the policy's history
* Triggers new agreement requests for staff (if agreements are enabled for that policy category)
* Optionally logs the change in Continuous Improvement

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## Steps

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**Open the policy**

Go to [**Policies**](https://app.rtosafe.com.au/Policies) and select the policy you want to update.

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**Start a new version**

Select **Create New Version**.

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**Add the updated content**

**For uploaded policies:** Upload your updated PDF or Word file.

**For online policies:** Edit the content directly in the editor.

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<svg class="w-5 h-5 shrink-0" fill="currentColor" viewBox="0 0 20 20"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.707-9.293a1 1 0 00-1.414-1.414L9 10.586 7.707 9.293a1 1 0 00-1.414 1.414l2 2a1 1 0 001.414 0l4-4z" clip-rule="evenodd"></path></svg>
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RTOSafe automatically detects your policy type and shows the right option.

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**Complete version details**

* **Version** — Enter a version number (e.g., "2.0" or "1.1")
* **Version Notes** — Describe what changed

Optionally, tick **Log this change in Continuous Improvement** to create a CI record automatically. If you tick this, you'll need to add an **Opportunity for Improvement** description.

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**Save**

Select **Save** to publish the new version.

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## What Happens Next

* The new version becomes the current version immediately
* Previous versions remain accessible in the policy's version history
* If staff agreements are enabled for this policy category, new agreement requests are created for all relevant staff
* If the policy is public, the public link automatically shows the new version
* A new review task is scheduled for 12 months from now

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## Common Issues

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<summary><strong>Version number already exists</strong></summary>

Each version needs a unique number. Check the version history to see what's been used.

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<summary><strong>Can't find </strong><em><strong>Create New Version</strong></em><strong> button</strong></summary>

Only policies (not other document types) support versioning. Check you're viewing a policy, not a form or template.

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<summary><strong>Staff didn't get new agreement requests</strong></summary>

Check that the policy category is linked to their department and that agreements are enabled for that category.

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