When you first access a policy from the policy manager, you will see this page. You can edit the description of your policy by clicking the “Edit Description” link. You can also upload new versions or links to new versions in the “Policy Document Upload” box. You can access archived versions and your attestation history by navigating the tabs.
Farther down the policy details, you will be able to select the option to add a disclosure field upon attestation. This allows the participant to disclose anything when they attest to the document. You can also upload a draft document or link.
When you select the box allowing for a disclosure field, you will be able to view the disclosure within the “Employee Scorecard”, which is pictured here, or in the “oData” data pull (Reference our “oData” education package) and in a “Campaign” recipient record (Reference our “Campaign” education package).
At the bottom of the policy details page, you will see “Open Tasks” and “Progress”. “Progress” allows you to track the pertinent people associated to the policy status of attestation. “Open Tasks” allows you to create and manage tasks associated to the policy.
When you select to “Add a new task” you will be brought to this window. From this window, you will create the new task, including who the task is assigned to. This task is then managed by you as to its completion. The person the task is assigned to is notified of the task when it is created, and on the chosen reminder date. There is also a useful 'Task Details' section at the bottom.
The final portion of the policy details page is the sidebar. The sidebar allows you to change the policy owner, the policy status from draft to published or archived, the policy category, people with access to the policy, and people denied access to the policy. You can also view recent activity within the policy on the sidebar, and create any tags you wish to associate with the policy.
The bottom of the sidebar is where you can manage the relationships the policy has, so if a new version of the policy addresses a new behavior you can change that in the policy without creating a new one. You can also manage pertinent people, so that you can add or delete people whose attestation is tracked against the policy.