Best Practice

• If I update a policy, do existing users receive a notification?
• Can reminder emails be used for individual policies/courses?
• If I update a policy, does it sync into the Campaign?
• What is the 'approval' process for a reviewer?
• What is the 'approval' process for an approver?
• Can a policy PDF be updated in 'review' state?
• When are the approver/reviewer 'reminder emails' sent?
• How many sections are allowed within a Policy?
• What is 'MetaPolicy'?
• Which is the most popular report in the Policy module?
• Can I create new versions of a Policy?
• Policy - Which symbols are not allowed in a policy name?
• Which report should I use to access 'Request Exemption' reasons?
• Response Options: What is a 'Request Exemption'?
• Response Options: What is a 'Close Message'?
• Policy Overview - Exporting All Policy Overview Results
• Can a survey be saved and updated before publishing?
• MyCompliance Teams App - What will Policy customers find on the app?
• 'Read Aloud' feature when viewing a policy
• Approval Rules Explained
• What reporting is available for the 'Policy' module?
• If I archive one version of a policy, will other versions remain live on the platform?
• 'Enable Time Spent' – What does this mean within MetaPolicy?
• Can I edit the frequency of reminders that an end user receives for courses or policies?
• Policy - Internal Versioning
• Policy Reporting - Anonymous Responses
• What is the 'Assessments' tile within the end user home screen?
• Choosing between the different Survey Type Classifications
• When will an approved Policy go live?
• Can I create my own phish landing page?