This article is intended for a manager or policy administrator.
Portal Settings and Policy Distribution
As a manager or policy administrator, you have access to their settings. Here you have all the settings related to policies in your company in one place. Specifically, you set:
- what is displayed to your employees on the policy portal, in other words, what documents will be offered to them on the portal
- distribution lists for active confirmation of read policies, work instructions or other documents. You set:
Setting up sources for the policy portal (only available in beta)
- Here you set which organizers are the source for the policy portal
- By default, it is the Policies & procedures organizer
- For example, you can add a manual organizer
- or other organizer according to your needs
How to add the additional organizer
- If you need to display any specific documents in the policy portal, you need to keep them in a separate organizer
- You name and set up such organizer as you need
- You turn it on and activate controlled documentation in it
- Once you have this setup, it will be displayed here in the add menu
Setting up distribution lists
- Distribution lists are used to distribute specific policies to specific employees or groups of employees
- In this tab, you set up and manage all distribution lists
- Here you will also find basic reporting for each distribution list (who has read it, who hasn't)
More information about setting up distribution lists can be found here.
