Keep everyone on the same page by assigning Policies to share business expectations with the team.
Note: Your Access Level may restrict the use of some features.
Policies can be viewed and accepted on the App. See Accepting Policies (App).
Policies can be assigned to:
- An individual user,
- A selected group of users,
- One or more Access Levels, or
- Previous assignees. Only available when assigning a single Policy.
Assigning Policies
- From the left menu, select Documents > Policies.
- Policies can be assigned by either:
- Clicking Assign Policy, or
- Selecting the checkboxes beside the required Policies, and selecting Assign Policies from the Bulk Action menu and Apply.
- Use the Assign Policies pop-up to add Policies, Users and Instructions.
- Title - includes the current versions of published Policies.
- Assign To - select who will be assigned the Policy. They can be assigned to one or more Individuals and/or Access Levels.
- Instructions - will be visible to the Assignee.
- Previous Assignees - will be shown when assigning a single Policy. If selected, this will add anyone who had been assigned or completed the previous version, where applicable.
- Once finished, click Assign. Users will be notified via a notification in the Desktop and App.