Product / Knowledge Base / 4. Policies and Assignments

4. Policies and Assignments

User & Administration Guide — Version 1.0.0.49

Guide summary

Administrators publish a policy version, then start an assignment for a person, a group, or everyone.

On this page

Publish a policy

  • Open Policies and select Add new.
  • Attach the file, set the policy ID, owner, and review date, then publish a version.
  • Document library opens the library that stores policy files.
  • People acknowledge the published version, such as Employee Handbook 1.1. Publish a new version when the file they must read changes.
Policies list with published versions and review dates
Each policy shows its ID, owner, status, version, and review date.

Start an assignment

Assignments starts an acknowledgment campaign for one person, a SharePoint group, or everyone. Each person receives a row in My policies with a due date.

  • Select Start assignment on a campaign that has not created acknowledgment rows yet.
  • After a campaign for one person has started, that action is no longer shown.
  • A group or everyone campaign can still add people who are not enrolled.

Reviews

Reviews lists policies whose review date is approaching. The Dashboard Reviews card counts those policies. Update and publish a new version when the review changes the file people must read.