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How do I assign multiple policies to an individual?

There may be times when you wish to assign an individual multiple policies to read, for example when a new member of staff joins your organisation. 

 

  • Click on 'Admin' to the left of your profile icon
  • Select 'Compliance Management' and then 'Policy Manager' from the left hand navigation
  • Scroll down to the Policy List and locate the 'Progress Report' button at the top of the list:
  • Locate the user from within the list
  • Click on the 3 dots under the 'Actions' column at the end of the row 
  • Select '+ Assign Policies'
  • Click on the 'Select Policies' drop down and tick all the policies that you wish this user to read
  • Close the drop down and choose the reading deadline
  • Click Assign. The policies will have been assigned to the individual to read.