Note: Only approved policy versions can be sent for acknowledgement.
The Policy Center is accessible from the left-hand sidebar of Complyance. You'll find it located below the Control Center and Evidence Center and above Alerts.
To send a policy for acknowledgement:
- Navigate to the Acknowl. tab on the right-hand side of the Policy Drawer.
- Click Request New Acknowledgement.
A pop-up window will appear. Complete the following fields:
- Acknowledgers: Select the users who need to acknowledge the policy. Only platform users can be Acknowledgers.
- Due Date: Specify when the acknowledgement should be completed.
- Subject Line and Message: Personalize the email sent to Acknowledgers.
- Send to Everyone: Check this box to send the policy to all Complyance users.
For the Acknowledger:
- Acknowledgers will receive an email with a direct link to the policy.
- After reviewing the policy, they can click the Acknowledge button in the top-right corner to confirm.
Tip: You can track the progress of acknowledgements in the # Acknowledgers column within the Acknowl. tab.