How do I share policies with the team? (send read requests)

Share polices with team mates, and ask them to confirm that they have read the document(s).

Note that before you configure the Read requests on a Policy, you must have configured user Groups on the People page. For more information on setting up Groups, read this article.

1. In the Adoptech Portal navigate to and select Policies & Docs in the left hand menu.

2. Under the Live tab, locate the policy you would like to send a read request for, select the meatball menu to the right (⋯) and select Policy Settings.

3. The Policy Settings Righthand-side menu (RHS) will open. Under Read requests start to type the name of the user Group you would like to add.   

5. Then set the read deadline. Use the pulldown to select the number of days. Make sure you give your Team sufficient time to read the policy

6. To see who this has been sent to you can either click on the Read by column on the Live policies table or you can go back into Policy Settings in the RHS menu. 

7. An email will be sent to all the chosen recipients at the end of the day with the list of policies they have been asked to read that day along with any other compliance changes directly affecting them. No email is sent if no compliance changes have taken effect.

Any questions regarding this topic or others? Open a chat with the team, they are on-hand to help.