Create new revisions

To endorse or make changes to a policy, you must create a new revision. By default, BriteCore allows users to independently create revisions (endorsements) on different dates without issuing them. To prevent having multiple open revisions on a single policy, you can use the prevent-creation-of-multiple-open-revisions-simultaneously advanced setting.

To create a new revision:

  1. Select Policies.
  2. On the Policies List screen, select a policy number to open a policy with an open revision.
  3. Next to Revision, select New to open the New Revision dialog box.
  4. In the Revision Date boxes, type the effective date of the new revision.
  5. Select Done.

The revision will open on the policy and show with a Pending label above Revision (Figure 1). You can make many modifications in several sessions within a single revision. Changes won’t take effect on the policy until you commit the revision.

Figure 1: Pending label displayed upon revision creation.

Note: If you make changes to a renewed policy, you may have to resolve issues in Persistent Builder before you can create a new revision.