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.