Assign policies to staff members or teams for acknowledgment:

Assigning to Individual Staff:

  1. Go to Policies → View a published policy
  2. Click "Assign Staff"
  3. Select "User" assignment type
  4. Choose the staff member from the dropdown
  5. Set a due date (optional but recommended)
  6. Mark as "Required" if acknowledgment is mandatory
  7. Add notes (optional - e.g., "Please review by end of month")
  8. Click "Assign Policy"

Assigning to Teams:

  1. Follow steps above but select "Team" instead
  2. Choose the team from dropdown
  3. All team members receive the assignment
  4. Each member acknowledges individually

Assignment Settings:

  • Due Date: When acknowledgment is required by
  • Required: Staff must acknowledge (cannot skip)
  • Optional: Staff can view but acknowledgment is not mandatory
  • Notes: Additional instructions or context

What Happens After Assignment:

  • Staff receive email notification
  • Assignment appears in their "My Policies" page
  • Shows as "Pending" until acknowledged
  • Overdue assignments are highlighted

Viewing Assignments:

  • Go to Policy → Compliance Report tab
  • See all assignments for that policy
  • Filter by status, staff member, or acknowledgment
  • View compliance percentage

Bulk Assignment:

  • Assign the same policy to multiple staff at once
  • Useful for company-wide policy updates
  • Each person receives individual assignment