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Accepting Policies (App)

When a Policy is assigned to a user, it's shown under Incomplete Documents on the Home screen. A Policy can also be accepted if it hasn't been assigned - but need a refresher. 

Note: Your Access Level may restrict the use of some features.

  1. To accept a Policy:
    1. From Home icon-home-jpg, tap Policies under Incomplete Documents, or
      This will be not be shown if there are no assigned Policies to accept. 

      App home screen inc Incomplete Docs July 2024
    2. From the main menu icon-hamburgermenu, tap Documents > Policies > To Do.

      This will be not be shown if there are no assigned Policies to accept.

    3. From the main menu icon-hamburgermenu, tap Documents > Policies to accept an un-assigned Policy.
  2. Tap the name of the Policy to open. If the Policy has been assigned, tap View. 
    IMG_1449
  3. Read the Policy and tap Accept once completed. 
  4. Tick the checkbox besides I have read and understood the Policy. Tap Submit.

What's Next?