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How can I assign an owner to a Policies & Procedures Document?

This feature allows you to nominate a person to be responsible for a document.

This feature is only available to account owners and location managers.

Documents can only be assigned to account owners or location managers.

  • Locate and click on the document you wish to assign in the Policies & Procedures section.
  • In the menu bar on the right-hand side of the screen, click 'Assign ownership'.

  • You will be able to change the owner of the document from the selection in the dropdown menu, then click 'Change owner'.

  • The owner of the policy will then be responsible for keeping it up to date, and will receive reminder emails when the date for review approaches.