You can select your preferred methods of additional verification for policy sign-offs. Verifications are additional required actions by the users to ensure compliance, beyond just clicking the "I Confirm" button.
By default, all additional verification toggles are "Off". This means that if the policy is Required Reading, users will only have to click one button that says "I Confirm", and no other action is required.
- Add a Quiz: The quiz pops up after the "I Confirm" button is clicked. Users must get these questions correct before the confirmation will be complete. If they get any of the questions wrong, they will be directed back to the content to review. There is no limit to the number of times a user can attempt the quiz, and admins can see the number of attempts a user had on the Reporting page.
Available question types are Multiple Choice, Yes/No, or True/False, and can also be generated by the AI Writer. For more information on AI questions, check out this page.
If you are looking for more diverse and comprehensive assessments, take a look at our Learn Central package.
- Sign-Off Confirmation: This will prompt the users to enter their password (or pin on the app) on a pop-up box displaying this message, after they click "I Confirm" and answer any Quiz questions (if added). This message is designed to be an affirmative "intent to comply" type action, but the sign-off message wording can be updated in the Manuals module settings if desired.
- Schedule Review: This sends a reminder to admins or other content managers, to review the policy and make sure it is still up to date and relevant. Once the toggle is turned on, you can set the frequency for review, and the role, user groups or individual user that needs to get notified about the review. When the policy is updated or published, you have the option to mark it as reviewed. That will set the frequency to start from the current date (for example, if the policy is marked as reviewed on 25/11/2024 and the review frequency is set to 6 months, the system will send the review reminder on 25/05/2025).
Policies that have the Schedule Review toggle enabled and a frequency set, can be viewed on the "All Policies" page, under the "Reviews" tab.
Once ready, you can either Update or Publish (if a new policy). Users will immediately and automatically get notified if they have been marked as Required Reading, and will need to complete the required verification actions that have been enabled.
Tips:
In Work Central (aka manuals/policies), only users that have been marked as "Required Reading" for a policy will need to confirm and action any additional verification methods you enable. For users who are not marked as required reading, they are not required to confirm, acknowledge, sign off or complete any other verifications at all.
Through Learn Central (aka training) and People Central Onboarding modules, any policies that are linked into programs are considered Required Reading automatically, and inherit the same confirmation and verifications that have been enabled on the policy verification tab. You do not need to enable the Required Reading toggle on the policy permissions if you will be having users confirm via Training program or Onboarding program.