Policy Acknowledgement
Manage policy distribution, track user acknowledgments, and ensure compliance
The Policy Acknowledgement module enables organizations to distribute policy documents to users, track their acknowledgment, and maintain compliance records. Administrators create campaigns that assign policies to users or groups, set deadlines, and automatically send notifications. Users acknowledge policies through their My Workspace, and the system tracks all acknowledgments with timestamps and audit trails.
Compliance Tracking
Ensure all users have read and acknowledged required policies with complete audit trails and timestamps.
Automated Workflow
Automatically send policies, track acknowledgments, and send reminders with minimal administrative effort.
Policy Acknowledgement Workflow
Create Policy Document
Upload and configure policy documents that users need to acknowledge.
Create Campaign
Set up a campaign with start/end dates, assign users or groups, and configure notifications.
Send to Users
Campaign automatically sends policy documents to assigned users with email notifications.
Users Acknowledge
Users review policies in My Workspace and acknowledge them, tracked with timestamps.
Track & Report
Monitor completion rates, track acknowledgments, and generate compliance reports.
Key Features
Policy Management
Upload, version, and manage policy documents with categories and descriptions.
Learn MoreCampaign Management
Create campaigns with scheduling, user assignments, and notification settings.
Learn MoreUser Acknowledgment
Users acknowledge policies through My Workspace with tracking and audit trails.
Learn MoreReports & Analytics
Track completion rates, generate compliance reports, and analyze campaign performance.
Learn MoreNotifications
Automated email notifications for welcome, reminders, and completion confirmations.
Learn MoreGetting Started
Create a Policy Document
Navigate to Policy Acknowledgement → Policies → Create Policy. Upload your policy PDF, add a name, description, and category.
Create a Campaign
Go to Campaigns → Create Campaign. Select the policy, set start/end dates, assign users or groups, and configure notification settings.
Publish Campaign
Once created, publish the campaign to send it to assigned users. Users will receive email notifications and see the policy in their My Workspace.
Monitor Progress
Track acknowledgment progress in the campaign details page or use Reports to view completion rates and generate compliance reports.
Navigation Guide
Access from the sidebar: Policy Acknowledgment
- Dashboard - Overview with KPIs and recent campaigns
- Campaigns - List and manage all campaigns
- Policies - Manage policy documents
- Reports - Analytics and compliance reports
- Settings - Configure module settings
Users access policies through:
- My Workspace - View and acknowledge assigned policies
- Email notifications - Direct links to policy documents
- Campaign notifications - Welcome, reminder, and completion emails
- Policy preview and download - View PDFs before acknowledging
Next Steps
Need Help?
Our support team is here to help you with policy acknowledgments.