Overview
Once you've created the individual steps in your policy, the next stage is to assemble them into a connected workflow, publish the policy, and manage it over time as your requirements evolve.
This article covers how to arrange and connect steps on the policy canvas, troubleshoot workflow issues before publishing, and use versioning to safely make changes to a live policy. It also covers the three ways to associate a policy with a sign-in flow and how to move flows between policies. Policies support versioning so you can maintain different published versions and roll back when needed — sign-in flows associated with a previous version continue to use that version until you bump them to the new one.
PREREQUISITES
You'll need to have already built the Policy fields, Conditions, and Approval steps, as well as any additional advanced features like Concurrent approvals, Location overrides, and Risk intel.
Have a sign-in flow in mind for using this policy with, as you'll assign your policy to a flow in this step.
Building your Policy
Now that all the basic components have been created, we can begin piecing together the policy and creating the workflow branches. You can include as many steps as needed in your workflow to ensure all visits meet your security standards.
The visual interface shows how different conditions and approvals interact to create a comprehensive approval system.
✨ Tip: Click 
Fullscreen to enlarge the policy workspace.✨
You can click and drag on any step to rearrange its position within the workflow.
To connect steps, click and drag a node to create a branch.
You can delete branches or steps by clicking them and pressing the Delete key on your keyboard.
Any issues with your workflow will be listed in the top right-hand corner of the page, next to the Publish button.
The associated steps will have a 
caution symbol shown in the workflow builder.
Once your workflow is complete and all steps are connected, click Publish at the top of the page.
Editing your policy
For record-keeping purposes, each time you need to make changes to your policy, you must create a new version of your policy.
Navigate to the All Policies page.
Click the ellipses (...) to the right of the policy you want to edit and click Edit draft to create a new unpublished draft.
Click Discard draft to delete the draft
Once you’ve made the necessary changes, click publish to create a new version
After publishing the new version, you can associate the sign-in flows with it to ensure that every new visit complies with the new policy.
Once your policy is published, it's ready for use!
Using your policy with a sign-in flow
When a sign-in flow is associated with a policy, the Show on iPad toggle in the sign-in flow is determined by the policy's Workflow trigger Entry settings, and the info icon hover displays a message indicating that iPad visibility is managed by an approval policy.
If walk-ups are disabled (the Default Invite-only setting), the toggle will automatically be set to off.
If Allow walk-up is enabled, the toggle is set to on.
You can associate one or more sign-in flows with each policy. Once the association is complete, any upcoming invitations processed through those sign-in flows will automatically follow the defined approval workflow.
Associating using the policy builder page
Navigate to Global Overview > Visitors > Policies.
Click on the policy you want to add sign-in flows to.
Click on Manage Sign-in flows.
Use the search function to select sign-in flows to use with this policy. Once you've added your sign-in flows, click Link.
The flows will be added. To remove a flow, click the X.
Once you've finished associating flows, click Done.
Associating using the All policies tab
Navigate to Global Overview > Visitors > Policies. Here, you will see all policies created.
In the Used by column, you'll see if the policy is being applied to any sign-in flows.
For an in-use policy, you can click the # flows button to review current flows.
To add a new sign-in flow to this list, select your flow from the dropdown, then click Link.
For a policy not in use, you'll see an Add button.
Clicking the Add button will open a window where you can select the sign-in flow, then click Link to complete.
For a policy that has not been published, you will not see the option to assign flows.
Associating using the Flow associations tab
Navigate to Global Overview > Visitors > Policies, then click on the Flow associations tab.
Here, every location and global sign-in flow is listed.
To associate a flow, click Associate (or Update, if there's already a policy associated).
Select the policy from the dropdown, then click Save.
The page will now show the current policy.
Moving Sign-in Flows Between Policies
You can transfer sign-in flows from one policy to another by navigating to the destination policy, searching for the desired sign-in flow, and creating the new association.
Any pending invitations created before the policy change will continue to be governed by the previous policy, while new invitations will be subject to the current policy.