Assigning a Policy / Procedure for Attestation

Once a document has been Adopted, it can then be set up for Attestation. For steps on how to Adopt Policies and/or Procedures, please see the following article: Policy and Procedures - Adoption Process

TABLE OF CONTENTS

• Assigning a Policy for Attestation
• Monitoring Attestation Progress
• Editing Adopted Policies
• Related Knowledge Base Articles

Assigning a Policy for Attestation

Review and complete the following steps to assign an Adopted Policy and/or Procedure document for Attestation. Related Articles located at the bottom of this article for additional resources. 

1. Navigate to Polices > Adopted
2. Select the Policy Name to open it -OR- Select the Ellipses Button, then select Open
3. While viewing the Policy, locate the Employee Attestation section on the right-hand side of the page, at the bottom of right-corner of the page; Select Attestation Settings:
4. Fill in the following settings, then select Save & Send to notify Employees and finish setting up the Policy for Attestation:
5. After saving the Attestation Settings above, the Employee Attestation area will change and reflect the following:

Monitoring Attestation Progress

Once the Policy has Attestation set up, an Officer/Admin can view the Attestation Progress for that Policy in a few ways:

1. Described above, once the steps to assign Attestation for a Policy have been completed, the Employee Attestations section within the Policy will update and provide an option for View Employee Progress, which displays the same window as #4:
   • From the Attestation Detail window, an Officer/Admin can Send Reminders to Unattested Users, "Complete as Proxy", and Export a quick CSV report of Attestations
2. The Active Attestation Progress Graph will display the total number of Completed and Outstanding Attestations
3. If a Policy has been set up for Attestation, then general/basic metrics will be displayed via the progress bar beneath the Name of the document. If a Policy has not been set up, then "No attestation configured" will be displayed.
4. Select the Ellipses Button, then select View Attestation, which will display the Attestation Settings Window described in the steps below.

Editing Adopted Policies

After a Policy/Procedure has been Adopted and set up for Attestation, it can be edited/changed. To edit an existing Policy/Procedure:

1. Navigate to Policies > Adopted
2. Select the Adopted Policy/Procedure that needs to be Edited - This will open the policy review page
3. Double-Click anywhere on the Policy/Procedure to open the Editor
4. Make any necessary adjustments and then Save Changes **
5. ** IF a Policy/Procedure has already been set up for Attestation - Changes can be made to the document, then Save Changes can be selected. Upon saving the changes, a prompt will appear and provide 2 options regarding re-attestation for Employees assigned to the Policy:
   1. Yes, ask employees to re-attest this policy - Edits to this policy include one or more major changes such as added or changed responsibilities. 
   2. No, don't ask employees to re-attest this policy - Only minor edits have been made, such as fixing typos. 

Selecting Yes here will notify all assigned Employees that they need to re-attest the updated Policy/Procedure.

Related Knowledge Base Articles

• Policy and Procedures - Adoption Process
• How To Attest to Policies & Procedures
• Policies Overview