Basics
- The three different Policy approval setting available in your portal
- Policy Attestation question
- Download a policy version report
- How to make your policy views anonymous
- Adding policy domains
- Adding and managing policy administrator roles
No Approval Required
- No approval - Uploading a new version of a policy and resetting training records
- Adding a policy when the No approval setting is enabled
- Updating and adding new versions to an existing policy when the No Approval setting is enabled
- Updating the information details and and assign an audience group for a policy when the No approval setting is enabled
- Accessing and reviewing previous policy versions when the No approval setting is enabled
Record Approvers Manually
Approver workflow
- Publishing a Policy using the Approval Workflow
- Approval workflow -Uploading a new version of a policy and resetting training records
- Adding a last verified date to a policy
- Adding new policies when using the Approval workflow setting
- Adding approvers to a new policy document when using the Approval Workflow setting
- How an approver can make comments when reviewing an article when using the Approval Workflow