Policies can be viewed and accepted from the App. If Policies have been assigned these will be shown on the App Home.
NOTE: Your Access Level may restrict the use of some features.
Note: If you do not see Policies under Incomplete Documents you do not have any policies assigned.
A red number indicator will indicate how many Policies you have assigned.
- On Home
- scroll down to Incomplete Documents, or
- Tap Main menu
select Documents > Policies.
- If you have assigned policies, Policies will show with a red number indicator showing how many policies are assigned to you for action.
- Tap Policies.
- Select the To-Do tab (for assigned policies) or select relevant policies from the Policies tab
- Tap a policy to open. (If assigned, details of the policy and any instructions will be shown.)
- Tap View to open the policy (for assigned policies only).
- Read the policy and tap Accept
- Tick I have read and understood the Policy and add any comments (optional)
- Tap Submit and Finish.
Acceptance Logs can be viewed under the Logs tab under policies.
What's Next?