Compliance

Compliance holds your company policies and records who has read and acknowledged each one. It is part of Softbooq Pro.

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How it is organised

Tabs: Policies, Acknowledgments and Audit log. Everyone can read policies and acknowledge them; creating and changing them, and seeing who has acknowledged, needs the permission to manage settings.

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Common tasks

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Add a policy

Choose New Policy to open Create Policy Document, or From template to start from one of the ready-made policies. Give it a title, description, category and version, the date it takes effect and, if it has one, the date it is retired, and attach the document or link to it. A new policy is saved as a draft.

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Publish it

Open the draft and choose Activate. Every person in the workspace can then see it and Acknowledge it. A policy that is no longer in force can be set to Archive.

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Bring out a new version

Edit the policy, change its version and describe what changed. Everyone is asked to acknowledge the new version.

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See who has acknowledged

Acknowledgments shows, for each policy, how many people have acknowledged it and how many have not. Remind Pending Users sends a reminder to everyone who has not. Export as CSV or PDF gives you the record.

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Policies from Confluence

If you link Confluence spaces to policy categories, their published pages will appear here as policies too. See Confluence.

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See also