Set up a policy acknowledgement campaign
A policy campaign is the record used to prepare for a policy acknowledgement request. It defines the audience who must provide an acknowledgement that a particular policy is in compliance. A policy campaign is requested only if the compliance user decides it is needed.
Before you begin
Role required: Compliance User
Procedure
Navigate to All > Policy and Compliance > Policies and Procedures > Policies.
Open the Policy record in the Published state you want to acknowledge.
Published policy
- Scroll down and click the Acknowledgement Setup related list.
Acknowledgement Setup related list
- On the form, fill in the fields.
| Field | Description |
|---|---|
| Audience | Select the employees who are responsible for acknowledging the policy. You define the audience using the Audience module. |
| Reference Material URL | Click the lock icon and add a URL to reference materials for the policy that the audience can review. When you have completed your entry, click the lock icon again. |
| Allow users to decline policy | Select if you want members of the audience to be able to decline the policy. |
| Allow users to request exception | Select if you want to members of the audience to be able to request a policy exception. |
Save the record.
Scroll down and click the Acknowledgement Campaigns related list.
Acknowledgement Campaigns tab
- Click New.
New campaign
**Note:** Notice that the majority of the fields are pre-filled with data from the policy record.
On the form, fill in the fields.
Note: Only field description that were not previously described are provided here.
| Field | Description |
|---|---|
| Number | An auto-generated record number for the acknowledgement. |
| State | The current state of the acknowledgement campaign. The default state is New. |
| Valid from/to | Select the period of time the acknowledgement is valid. The acknowledgement is valid from the beginning of the Valid from date until the end of the Valid to date.Note: The Valid from date cannot be prior to the current date. The Valid to date cannot be beyond the Valid to date defined in the policy. |
| Number of days to respond | The number of days by which members of the audience have to respond. |
| Short description | A brief description of the policy. |
| Acknowledgement Details tab | This tab shows details and requirements from the policy, as well as the Reference Material URL defined during acknowledgement setup. |
Click Submit.
The acknowledgement request is now ready for you to send to the defined audience.
Create an audience
When you set up a policy acknowledgement request, you must identify an audience responsible for providing the acknowledgement.
Parent Topic:Acknowledge a policy