Documents & policies is an Add-On module that your organisation can subscribe to.
To learn more about subscribing to Add-Ons speak to your account manager, and see How to use Add-Ons.
TABLE OF CONTENTS
How it works
The module allows uploading resources into LMS and share them with your learners.
Documents format: PDF.
To learn more about uploading your resources see How to upload documents and policies.
To learn more about your Documents & policies storage see How to monitor Documents & policies storage.
Required reading
Resources that must be read by everyone in your organisation, such as fire safety procedures, can be marked as Required Reading.
To learn more, see How to set a resource to required reading.
Linking resources to courses
Resources can be linked to training courses, ensuring learners are reminded to review them at the end of the course and before starting the test.
Linked resources can also be marked as Required Reading for course completion. When set as required, these resources are highlighted, and learners must confirm they have read and understood them before proceeding to the test.
To learn more see How to link/unlink a resource and a course.
Resources can be linked to segments. This means only learners in the segment can view the resource. Resources can be linked to multiple segments.
To learn more see How to link/unlink a resource and a segment.
Messaging
If you have resources set to Required reading, you can include a reminder to read them in automated messaging emails.
To learn more, see How to start/stop sending Automated reminder emails.
Reporting
You can download a CSV file of Documents & policy activity for reporting. The file includes learner and resource details, date and time, and activity type.
To learn more, see How to report on Documents & policies activity.
Archive or delete resources
Resources that are no longer needed can be archived or deleted.
To learn more, see How to archive/delete Documents & policies.
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