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How do I view documents and policies?

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Written by Daria Nasedkina

Overview

Documents & policies are resources that hold important information about your organisation. You can view a resource at any time, then close it and finish reading it later.

Note: If you can't see Document & polies tab in the menu, your organisation doesn't have any documents or policies for you to review.

Step-by-step instructions

  1. Click the Documents & policies tab on the menu bar at the top of the page.

  2. Scroll down the list to find the resource. Resources you must read are highlighted.

  3. Click the View button on the right of the resource details to open the viewer.

  4. Scroll through the information using the scroll bar on the right, and use the viewer controls to navigate.

  5. For resources you must read, tick the confirmation check box once you've read and understood everything.

  6. Click Close.

Viewer controls

Control

Action

Zoom in

Zoom in

Zoom out

Zoom out

Toggle between Fit to page/Fit to width

Toggle between Fit to page (shows the whole page) and Fit to width (shows the full width of the page)

FAQ

I don't have a Documents & policies tab — where is it?

If the tab isn't in your menu, your organisation hasn't subscribed to this feature. Check with your training administrator if you're expecting to see documents there.

How do I know which documents I have to read?

Resources you're required to read are highlighted in the list and include a confirmation check box. Tick it once you've read and understood the content.

Can I start reading a document and finish it later?

Yes. You can close a resource at any time and come back to finish it. If it's a required read, remember to tick the confirmation box once you've read it all.

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