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3. My Policies

User & Administration Guide — Version 1.0.0.49

Guide summary

Open My policies to find a pending acknowledgment, read the published version, and record a signature.

On this page

Find your policy

  1. Open My policies.
  2. Search by policy name, or filter by status and policy.
  3. Review the version, status, and due date.
  4. Select Acknowledge on a pending row.

Pending rows stay on this page until you acknowledge them or an exception is decided.

Record a signature

  1. Select Open policy and read the file.
  2. Check I have read and understand this policy version.
  3. Enter your name.
  4. Choose Type and pick a signature style, or choose Draw and sign in the box.
  5. Select Acknowledge.
Acknowledge panel with signature styles
The acknowledge panel records the published version and the signature.

Policy PDF and receipt

After the acknowledgment is saved, the panel shows Acknowledged, links for Policy PDF and Acknowledgment receipt, the signature, and the time it was recorded. A policy file larger than 10 MB is not copied into a separate PDF. The receipt still points to the original file.

Request an exception

To ask for an exception instead of signing, enter a reason under Request an exception and submit that request. An administrator approves or denies the exception later.