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How to approve a strategy, revise it and see its versions

Short answer: On the strategy's Summary, Lifecycle moves it Draft → Under review → Approved → Active: Submit for approval, Approve, Make active. Change an approved strategy with Start a revision; each approval records a version on the Versions tab.

Verified for PVology 0.49.0 · updated 2026-10-10

When to use this

A draft strategy is ready for its owner or sponsor, or an approved strategy needs to change.

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