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.

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