Settings
Configure Policy Acknowledgement module settings and preferences
The Settings page allows administrators to configure default behaviors, notification preferences, compliance options, and email templates for the Policy Acknowledgement module. These settings apply as defaults to new campaigns but can be overridden at the campaign level.
Default Configuration
Set default values that apply to all new campaigns, reducing repetitive configuration.
Compliance Controls
Configure data retention, audit logging, and tracking options to meet compliance requirements.
Accessing Settings
Navigate to Settings
From the sidebar, click on "Policy Acknowledgement" → "Settings".
Review Current Settings
The settings page displays all configurable options organized by category. Review current settings before making changes.
Setting Categories
- Email notifications enabled/disabled
- SMS notifications enabled/disabled
- Reminder schedule configuration
- Escalation thresholds
- Require view before acknowledgment
- Allow late acknowledgments
- Auto-end campaigns
- Default campaign duration
- Data retention period
- Audit logging enabled/disabled
- IP address tracking
- User agent tracking
- Welcome email template
- Reminder email template
- Completion email template
- Escalation email template
- Escalation recipients
- Escalation thresholds
- Escalation email templates
- Auto-escalation rules
Configuring Settings
Review Settings
Scroll through each section to understand the current configuration. Settings are organized into logical categories for easy navigation.
Update Settings
Modify settings as needed:
- Toggle switches for boolean settings (on/off)
- Enter numeric values for intervals and thresholds
- Edit email templates in text areas
- Add or remove escalation recipients
Save Changes
Click "Save Changes" to apply your updates. The button will be enabled only when you have made changes. After saving, new campaigns will use these default settings.
Reset to Defaults
If needed, click "Reset to Defaults" to restore all settings to their original values. This action cannot be undone.
Notification Settings
Email Notifications
Enable or disable email notifications for welcome messages, reminders, and completion confirmations. When enabled, users receive emails at key points in the acknowledgment process.
SMS Notifications
Enable or disable SMS notifications for urgent reminders. SMS notifications require additional configuration and may incur costs depending on your SMS provider.
Reminder Schedule
Configure how often reminders are sent (default: every 3 days) and when urgent reminders should be sent before the deadline (default: 2 days before).
Escalation Thresholds
Set thresholds for when escalations should be triggered (e.g., send escalation email if acknowledgment is X days overdue).
Campaign Settings
Require View Before Acknowledgment
When enabled, users must view/open the policy document before they can acknowledge it. This ensures users have actually seen the policy content.
Allow Late Acknowledgments
When enabled, users can acknowledge policies even after the campaign end date. This is useful for tracking late acknowledgments for compliance purposes.
Auto-End Campaigns
When enabled, campaigns automatically end at the specified end date. When disabled, campaigns remain active until manually ended.
Default Campaign Duration
Set the default duration for new campaigns (in days, weeks, or months). This value is pre-filled when creating campaigns but can be changed.
Compliance Settings
Data Retention
Set how long acknowledgment records and audit logs should be retained. This helps meet compliance requirements while managing storage costs.
Audit Logging
Enable or disable audit logging for all acknowledgment activities. Audit logs record when policies are viewed, downloaded, and acknowledged with full timestamps.
IP Address Tracking
Enable or disable IP address capture when users acknowledge policies. IP addresses are stored for compliance and audit purposes.
User Agent Tracking
Enable or disable user agent (browser/device) information capture. This helps identify how users accessed the system for acknowledgment.
Email Templates
Welcome Email Template
Customize the email sent when users are enrolled in a campaign. Include campaign name, policy name, due date, and any custom message.
Reminder Email Template
Customize reminder emails sent at configured intervals. Include urgency messaging and direct links to the policy.
Completion Email Template
Customize confirmation emails sent when users acknowledge policies. Thank users for their compliance and provide next steps if needed.
Best Practices
Set defaults that match your organization's typical needs
Review settings periodically to ensure they align with current compliance requirements
Customize email templates to match your organization's communication style
Enable audit logging and tracking to meet compliance requirements
Configure data retention periods based on regulatory requirements
Set up escalation rules to ensure critical policies are acknowledged on time
Next Steps
Need Help?
Our support team is here to help you configure settings for your organization.