Note: You must be a Policy Pack Administrator to carry out these actions.

Accessing Policy Pack Administration

  1. Open the Work menu in the main navigation bar.
  2. Select Policy Packs to access the Policy Packs Administration Dashboard.

Monitoring Compliance

From the dashboard, you can track:

  • The percentage of policies read by users
  • The percentage of compliance tasks completed
     

You can:

  • Click into a specific Policy Pack to view its details, including:
    • Audience marked as read progress – Opens the user progress page.
    • Compliance tasks completed – Opens the to-do compliance page.
  • Or select View detail… to see user read progress or compliance tasks across all Policy Packs.

Note: If a user belongs to multiple Policy Packs, they will appear in a separate row for each pack they are assigned to.


User Progress

Clicking a Policy Pack in the Overall Read dashboard takes you to the User Progress page.

From here you can:

  • Use the Viewoptions in the top-right corner to display:
    • Current – Read progress for active audience members.
    • Historic – Read progress for users who were audience members in the past.
  • Select More details… to see which specific policies a user has read, along with the date they last read them.
  • Apply filters to focus on a specific Policy Pack or a chosen progress range.


To-do Compliance

Clicking a Policy Pack in the Current Compliance dashboard takes you to the To-do Compliance page.

  • Like the User Progress page, you can apply filters to view compliance for a specific Policy Pack or by progress range.

Urgent To-dos

  • To-dos can be flagged as Urgent, which displays a blue flag next to the item in the user’s To-do list.
  • You can mark a To-do as urgent after it has been assigned.
  • This is useful if a user needs an extra prompt—for example, if they haven’t read any policies in several weeks.