Policy Restrictions and Reminders

Setting Restrictions

Under the restrictions tab, you will find settings which will allow you to limit which employees will be able to view the document. You can limit this to individual employees and/or employee access roles as well as hiding it from the Policy Document report. This can be done both at the stage when the document is being created/revised.

Select Edit Restrictions while the document is in draft mode:

You'll then be presented with the following dialog to specify which employee(s) or access role is able to view the particular policy document. 

To apply your new restrictions, click Save at the bottom.

Sending Reminders

You may wish to send reminder emails to the employees once a week if they have yet to acknowledge a document they have been sent.

To do this open the documents you wish the system to send out reminders about and click Toggle Employee Reminder.

The reminder emails are sent out every Monday morning requesting the employees read and acknowledge the documents they have been sent. The reminder emails included the document title and overview and the links to the system.