Policy Management
Policies can be uploaded in PDF format only.
Mon, 5 Dec, 2022 at 3:21 PM
At this point it will be done by your Customer Success Manager at SoSafe. So please, share the policies with them.
Mon, 5 Dec, 2022 at 3:21 PM
Policies are tied to campaigns. Each policy must be connected to a campaign for learners to view them.
Mon, 5 Dec, 2022 at 3:23 PM
Yes, you can set the policies as mandatory, which means that the learners will have to tick the box ”I have read and accept this document“ and then click on...
Tue, 6 Dec, 2022 at 2:05 PM
Learners will be exposed to policies as the first thing they see when they log in to the e-learning interface for the first time after the policy has been a...
Tue, 6 Dec, 2022 at 2:06 PM
Yes, you can. Due to the user experience, we recommend not to upload more than 5 policies to a certain campaign.
Tue, 6 Dec, 2022 at 2:09 PM
In that case, your Customer Success Representative will create a new campaign containing those specific users and connect the policy to that campaign.
Tue, 6 Dec, 2022 at 2:12 PM
For mandatory policies you can see who accepted them, and for non-mandatory policies you can see who accepted them and who did not. This is because for thos...
Tue, 6 Dec, 2022 at 2:13 PM
No. Once they accept the mandatory policies or skip the non-mandatory ones, they are not exposed to those policies anymore, thus they cannot re-visit them.
Tue, 6 Dec, 2022 at 2:14 PM
Yes, you can. We have an analytics dashboard inside our admin interface, and you can download a report as an Excel sheet.
Tue, 6 Dec, 2022 at 2:15 PM