Enabling Read & Confirm at the Item level

Policy Read & Confirm (2 of 4)

 

Overview 

With Read & Confirmation enabled, you can now enable Read & Confirm for your individual policies.

  1. Navigate to the folder where your policy is located
  2. Click the pencil icon beside the policy you wish to add Read & Confirm to
  3. In the edit view of the item, click the Read & Confirm tab
  4. Configure your settings: 
    • Enable Read & Confirm - enables at the item level
    • Everyone or selecting Users and Groups** - check the box beside 'everyone' if the policy applies to all users. Otherwise, uncheck and select the users/groups that need to read the policy.  
        • **If you select a group and make changes to the group membership later, you will need to re-save this list to update the group membership.
    • Due date - Select the date that all users need to read the item by. This will trigger a reminder notification to go out on this date to let users know that they still have to read & confirm this item.
    • Save - be sure to save your changes before leaving this screen.

Note: You can add the Read & Confirm options during the item creation process by saving the new item and clicking on the same Read & Confirm tab shown above.

Read & Confirm Configuration Options

There are three different ways to configure Read & Confirm:

  1. Just Show the Button
    Enable the Read & Confirm button at the bottom for the document that is clickable by everyone.
  2. Track Who SHOULD Read & Confirm
    Same as above, plus create the list of users who SHOULD read & confirm so you can track completion rate
  3. Send Automated Reminders
    Save as above, but also send staff automatically reminders based on a due date.

Just Show the Button

In this scenario, you just want let staff to be able to Read & Confirm by making the button visible at the bottom of a document. Once a staff member has clicked the button, their name is added to the list of staff who have read confirmed. To enable this:

  1. Check Enabled Read & Confirm checkbox.

There is no need to specify the User Read Receipt List or Due Date.

Track Who SHOULD Read & Confirm

In this scenario, all staff can click the Read & Confirm button, but you want to specify the list of staff members who SHOULD click Read & Confirm. Doing so let's you view in the report who has and has not read confirmed.

  1. Check Enabled Read & Confirm checkbox.
  2. In Read Receipt User List, add by group of individual all staff who should Read & Confirm

There is no need to specify the Due Date.

Send Automated Reminders

In this scenario, all staff can click the Read & Confirm button, you want to specify the list of staff members who SHOULD click Read & Confirm, AND you want to send staff who haven't yet confirmed, reminders based on a due date.

  1. Check Enabled Read & Confirm checkbox.
  2. In Read Receipt User List, add by group of individual all staff who should Read & Confirm
  3. Choose a Due Date for when staff should have Read & Confirmed by.
  4. Check the Read Confirmation Reminder Settings for the app.

When a due date is specified, automatic reminders will start to go out. The number and date reminders are sent apply to all documents in the Document app, are are configured in the App Properties screen.

 

 

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