Review and evidence

A review decision links a reviewer and policy with a source revision, decision, decision date, reason and operation key. The policy owner can read the exact decision that applied to a revision. A record attachment holds title, file, upload date, visibility, evidence type and uploader under its parent policy. Internal and Shared visibility values help the team discuss who should see a file.

The independent reviewer chooses Approve, Reject or Return and records a reason. A returned policy goes back to the policy owner for correction. The decision record is separate from the policy status, so the team should inspect both before issue. An attachment should remain tied to the same policy as the review rather than being reused by name on another policy.

• Keep the revision. Match each decision to the policy revision the reviewer saw.
• Preserve evidence. Keep the attachment and uploader under the same policy.
• Handle returns. Send corrected coverage back for a fresh decision.

Agree who can record review decisions and how the team prevents self-review. Decide what evidence the reviewer must see before selecting Approve, Reject or Return. Set the meaning of Internal and Shared attachment visibility for each operating role. Rehearse a returned revision, then compare the new decision with the earlier one before issuance.

Take a policy under review with a changed coverage line. Upload the relevant evidence under the policy and have the reviewer record the source revision and reason. If the reviewer returns it, revise the policy and ask for a new decision against the updated revision. When it is approved, issue the policy and inspect its operation receipt. Keep the earlier decision available to explain what changed.

The Policy Owner should find the latest decision and its reason beside the policy. Independent Reviewer should be able to locate the attachment and the revision reviewed. If the policy changed after a decision, the team requests a new review rather than treating the earlier approval as current.

• Policy review decisions — Read decisions with reviewer, source revision and reason.
• Policies awaiting review — Find policies awaiting review and open their supporting files.

Follow the related operating process and use the record definitions when checking a field or relationship.