OrgUser
Who this role is for
Everyday staff who must read and acknowledge policies assigned to them.
What you see in the app
- Sidebar shows
Policies to Acknowledge. - You can open policy detail pages from your assignments.
Key responsibilities
- Review assigned policies by their due date.
- Acknowledge policies to confirm understanding.
- Track what you have completed.
Common actions and how to do them
Acknowledge a policy
1) Open Policies to Acknowledge.
2) Select a policy from the list.
3) Review the policy content.
4) Click Acknowledge.
Acknowledge a policy with a due date
1) Open Policies to Acknowledge.
2) Use the quick filter cards to focus on Late or Soon.
3) Open the policy detail view.
4) Confirm the due date and requirements.
5) Click Acknowledge to complete.
View your acknowledgment history
1) Open Policies to Acknowledge.
2) Switch to the Library or completed view.
3) Filter by category, business unit, or search terms.
Use filters and sorting effectively
1) Use the search bar to filter by title or content. 2) Toggle content search when needed. 3) Filter by category and business unit for focused lists. 4) Sort by due date or acknowledgment date to prioritize work.
Find a policy quickly
1) Use the search bar for title or content. 2) Apply category or business unit filters. 3) Sort by due date or status.
View policy details
1) Open Policies to Acknowledge.
2) Click the policy row or title.
3) Review the policy content and metadata.
4) Use the history or details panel if available.
Limits
- You cannot create, edit, approve, or export policies.
- You do not access Templates, Reports, or Audit logs.