Events
Events are all logged activities within PolicyCo. Event activity is viewable to users who have been assigned as the role of Owner. This feature is in active development and does not include all events, but will in the near future.
The list can be sorted by Timestamp, Event, Description, and User and downloaded as a .csv file.
Notifications
There are select events that trigger email notifications. By default, users receive notifications; however, this can be adjusted in Settings.
To Adjust Notifications Settings
Click Settings from the left menu
Click Notifications
Add/Remove checkmark in the box to adjust notification delivery
The following events send email notifications (when turned on) to a user when they are:
Assigned as an Auditor, Author, Billing Owner, or Viewer at the Organization Level
Added as an Author to Articles
Removed as an Author from Articles
Added as a Policy Manager to a Policy
Removed as a Policy Manager from a Policy (Changed to Viewer of a Policy)
Added as an Author to a Procedure
Removed as an Author from a Procedure
Added as a Department Manager to a Department
Removed as a Department Manager from a Department
Added as an Assignee to an Evidence Template
Removed as an Assignee from an Evidence Template
Added as an Author to an Evidence Template
Removed as an Author from an Evidence Template
This list is inclusive of what email notifications are sent today. As Platform development continues, more types of email notifications will become available. This user guide will be updated as the platform updates. You will not receive a notification if you change the role on your own user account.
Here is an example of what these types of email notifications look like:
By default, PolicyCo will associate the labels as Articles, Evidence and Frameworks. However, these labels are dynamic and can be updated to Requirements, Control Test, and Regulations in the Settings to meet industry terminology standards. For the purposes of these user guides, default terminology is used in the user guide text.