Overview
The Documents & policies is an add-on functionality your organisation can subscribe to. This add-on lets you upload your own documents for users to read, so you can make sure your teams are familiar with the materials that matter to your organisation.
You can set a resource as required reading and link it to specific courses through course settings.
Typical documents include company policies (such as health & safety, data protection, or code of conduct), employee handbooks, procedures and guidelines, risk assessments, and onboarding materials.
To learn about subscribing, speak to your Customer Development Manager.
How it works
You upload resources into the LMS, and they become available to your users under the Documents & policies tab in their own accounts, where they can familiarise themselves with them.
Documents must be in PDF format.
For more detail, see How do I upload documents and policies? and How do I 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.
See How do I set a resource to required reading?
Linking resources to courses
Resources can be linked to training courses, so learners are reminded to review them at the end of the course, before starting the test.
Linked resources can also be marked as Required Reading for course completion: when set as required, they're highlighted, and learners must confirm they've read and understood them before moving on to the test.
See How do I link or unlink a resource and a course?
Linking resources segments
Resources can also be linked to segments, so only learners in that segment can view the resource. A resource can be linked to more than one segment.
See How do I link or unlink a resource and a segment?
Messaging
If you have resources set to Required Reading, you can include a reminder to read them in your automated messaging emails.
See How do I start or stop automated reminder emails?
Reporting
You can download a CSV file of Documents & policies activity. It includes learner and resource details, activity type and its date and time.
See How do I report on Documents & policies activity?
Archiving or deleting resources
Resources you no longer need can be archived or deleted.
See How do I archive or delete Documents & policies?
FAQ
What file format do documents need to be in?
What file format do documents need to be in?
Must be a PDF file of no more than 20Mb
How do I get the Documents & policies Add-On?
How do I get the Documents & policies Add-On?
It's an Add-On available on a subscription basis. Speak to your Customer Development Manager to find out more.
What's the difference between required reading for everyone and required reading for a course?
What's the difference between required reading for everyone and required reading for a course?
Required for everyone — the resource is obligatory reading for all your users, regardless of the courses they're enrolled on.
Required reading for a course — only users taking that course have to read it, and they must confirm they've read and understood it before taking the test. This suits documents that go hand in hand with the course material.