Policies people accept

Ask everyone who can read a page to accept it by a date, see who accepted and when, send reminders, ask again after a change, and download the list.

On Standard and up, Editors can ask people to read and accept a page - a leave policy, a code of conduct, a safety procedure.

Turn it on

1. Open the page (it must be in the Workspace or Shared, so people can read it).
2. Choose More > Ask people to read and accept.
3. Turn on Everyone who can read this page must accept it, and pick an Accept by date if you like.
4. Press Save.

Everyone who can read the page is told in the bell and by email.

Accepting

People see a note at the top of the page - Please read this page and accept it - and press I have read it - accept. Policies in the menu (and Home) lists the pages each person still has to accept, with the dates; late ones show in red.

Who accepted

Open the page and More > Read and accept again: it shows N of M accepted and each person with the date and time they accepted. Remind who hasn't sends a reminder to the rest.

Policies in the menu shows every page that asks to be accepted, how many accepted, the date, Remind and Download (a spreadsheet of who accepted and when - handy for audits).

Reminders also go by themselves every few days to people who haven't accepted (Settings > Preferences; 0 = never).

After a change

When the policy changes, open Read and accept and tick The page changed - ask everyone to accept again. Everyone has to accept the new version; the old acceptances stay in the record.

Who must accept

Everyone with a Knowledge role who can read the page. Give HR its own page with access for the right people (see Who sees what) to ask only some of them.