Policies & Procedures
Your policy library with versioning and staff acknowledgements — write policies, publish versions and track who has read and signed them.
Your policy library with versioning and staff acknowledgements — write policies, publish versions and track who has read and signed them.
Where to find it: Compliance → Policies & Procedures
Publish a policy
- Go to Compliance → Policies & Procedures.
- Create or edit a policy using the rich-text editor.
- Publish a version — staff are asked to read and acknowledge it on the mobile app.
Check who has acknowledged
- Open a policy and view its acknowledgements.
- See which staff have signed the current version and who is outstanding.