Who is this article for?

Site administrators or compliance managers who need users to read and acknowledge site-specific policies.

Admin access to the dashboard and policy configuration permissions are required.

Summary: This article explains the Policies feature in the TIKS Assure Visitor Management Portal, which allows administrators to assign PDF policy documents for users to read and acknowledge during site attendance.

Details

What it is:
The Policies feature enables administrators to upload and assign policy documents (PDF format) that users must read and acknowledge when signing in to a site.

Why it matters:
This ensures that all users are aware of and agree to site-specific rules, safety protocols, or compliance requirements before entering the premises.

Key points:

• Access the feature by selecting the Policies tile from the dashboard.
• Upload a PDF document that outlines the policy.
• Configure the system to present the policy to users during sign-in.
• Users must read and acknowledge the policy before completing their check-in.

FAQs

Can I assign different policies to different user types?
Yes, policies can be targeted to specific user groups depending on your system setup.

Can users download the policy document?
Yes, users can view and download the PDF during the acknowledgment process.

Is acknowledgment tracked?
Yes, the system records when a user has acknowledged a policy for compliance reporting.

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