In this guide we will cover:
1. Navigating to a policy to read or approve
If you have been assigned to an Approval Team or a Reading Team for a new Policy you will be notified by email
The email will confirm:
- The person who has assigned the policy to you,
- The name of the policy,
- The deadline of when you need to either approve or read the policy by
The email will contain a link directly to your own task list.
From this email you can either click the link which will take you directly to your task list to action or you can access your task list at later date.
Access your Task List by selecting 'To Do' located at the top of every page of our platform next to your Profile initials. Scroll down to find 'My Task List'.
2. Approving a policy
Click on the link to the policy you wish to approve. You will be able to view or download the policy before clicking to Approve or Decline. You can also include comments for the policy creator to view.
Once you have either declined or approved the policy this will be updated straight away within the Policy Manager report and the request has now moved from Upcoming to Done:
3. Reading a policy
If you've been assigned to a Reading Team open the policy from your task list.
The below screen will now open, showing the details of the policy for your read and once read you need to confirm you have done so you need to tick the request on this page 
Once you have confirmed you have read the policy the Submit button will now be available and you can now confirm you have read this document.
When you have clicked Submit this will take you back to your My Task List and the request has now moved from Upcoming to Done.