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How do I attest that I have read a policy?

This article outlines how you are notified that you have policies to read and how you can attest that you have read a policy.

  1. How do I know I have policies to read?

  2. How do I attest that I have read a policy?

  3. Where can I find policies I have already read?

  4. I am an Admin or a policy manager. Where do I read my policies?

How do I know I have policies to read?

When you have been selected to read a policy it you will see a banner on the main Dashboard page that shows how many, for example 2 Policies To Read. Select Go to Policies & Docs to open them. Close hides the banner until the next time you log in.

On the Policies & Docs page, the policies you still have to read are under Policies To Read. The policy with the earliest deadline is first.

A policy that has passed its deadline has a red outline.

You also receive an email at the end of the day with the policies you were asked to read that day along with any other compliance changes directly affecting you. If your manager sends you a reminder, you receive an email straight away.  No email is sent if no compliance changes have taken effect.

How do I attest that I have read a policy?

  1. Select the policy card under Policies To Read.
  2. Read the policy to the end. The Confirm Read button stays inactive until you reach the end of the document.
  3. Select the green Confirm Read button.

 

A message confirms that the policy has been marked read. The card moves from Policies To Read to Company Policies. 

Where can I find policies I have already read?

All live policies are under Company Policies, in A to Z order. Use the search box to find a policy. Switch on My Policies to see only the policies you were asked to read.

I am an Admin or a policy manager. Where do I read my policies?

On the Live tab, policies you have to read show an orange Read Now button. You can also switch on Staff View on the Live tab to see the same page a User sees, with your own read requests.

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