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Choose who reads a policy and how often it’s reviewed

For Manager, Owner

  1. Open the policy and tap Who reads it and reviews.
  2. Tick the staff groups who must read it. Owners and Managers always read every policy.
  3. Pick how often it’s reviewed: every 6, 12 or 24 months.
  4. Tick Everyone re-signs it every year if it should be signed again each year.
  5. Tap Save.

When it’s done

“Saved.” The groups you ticked see it in To read and sign once it’s live.

If it doesn’t work

  • It says choose at least one group: tick one or more staff groups.
  • Someone you expected isn’t asked to read it: check their staff group under Policies, then Staff groups.
Who must read it, Review every, and Save.