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How do I add Readers to a policy?

A Reading Team are individuals who must confirm that they have read and understood a policy.

The Reading Team can be assigned when the policy is created, however it is possible to add Readers to the policy at a later stage.

  1. Click on 'Admin' 
  2. Select 'Compliance Management' and then 'Policy Manager' from the left hand navigation
  3. Locate the policy from within your policy list
  4. Click on the 3 dots at the end of the policy row
  5. Click on 'Manage Reading Team'
  6. Select users to add to the Reading Team from within the left column and click on the right arrow
  7. If you wish to remove any readers from the team, select them from the right hand column and click on the left arrow
  8. Adjust the reading deadline if necessary
  9. Click Save



Please note that if this policy requires approval, reapproval will be required. The Approval Team will be notified.