[{"data":1,"prerenderedAt":1034},["ShallowReactive",2],{"help:\u002Fhelp\u002Foperations\u002Fnotes-your-team-playbook":3,"help-all-categories":401,"help-cat-articles:\u002Fhelp\u002Foperations\u002Fnotes-your-team-playbook":521,"help-related:\u002Fhelp\u002Foperations\u002Fnotes-your-team-playbook":522},{"id":4,"title":5,"audience":6,"body":7,"category":385,"description":386,"draft":387,"extension":388,"icon":389,"keywords":390,"meta":391,"navigation":392,"order":393,"path":394,"related":395,"seo":397,"stem":398,"updatedAt":399,"__hash__":400},"help\u002Fhelp\u002Foperations\u002Fnotes-your-team-playbook.md","Notes — your team playbook","clinic",{"type":8,"value":9,"toc":373},"minimark",[10,17,20,25,31,111,114,142,152,156,159,179,183,190,204,214,218,225,234,241,245,250,261,265,272,275,279,299,303,306,365],[11,12,13],"p",{},[14,15,16],"strong",{},"Operations → Notes",[11,18,19],{},"Notes are the written record of how your business actually works — the laser protocol, the autoclave checklist, what to do if someone faints in a treatment room. Searchable, versioned, and signed off when it matters.",[21,22,24],"h2",{"id":23},"write-a-note","Write a note",[11,26,27,30],{},[14,28,29],{},"New note"," opens the composer. Pick a category first — it changes the prompt you're writing against:",[32,33,34,47],"table",{},[35,36,37],"thead",{},[38,39,40,44],"tr",{},[41,42,43],"th",{},"Category",[41,45,46],{},"What belongs here",[48,49,50,61,71,81,91,101],"tbody",{},[38,51,52,58],{},[53,54,55],"td",{},[14,56,57],{},"Treatment",[53,59,60],{},"A procedure, end to end",[38,62,63,68],{},[53,64,65],{},[14,66,67],{},"Equipment",[53,69,70],{},"A device, its maintenance, or a known fix",[38,72,73,78],{},[53,74,75],{},[14,76,77],{},"Training",[53,79,80],{},"Something every new hire should learn",[38,82,83,88],{},[53,84,85],{},[14,86,87],{},"Emergency",[53,89,90],{},"Safety-critical. Calm action saves the day",[38,92,93,98],{},[53,94,95],{},[14,96,97],{},"Personal",[53,99,100],{},"Just for you — keep visibility private",[38,102,103,108],{},[53,104,105],{},[14,106,107],{},"Other",[53,109,110],{},"Reference material that doesn't fit elsewhere",[11,112,113],{},"Then write:",[115,116,117,124,130,136],"ul",{},[118,119,120,123],"li",{},[14,121,122],{},"Title"," — clear and scannable. People find notes by skimming titles.",[118,125,126,129],{},[14,127,128],{},"Tags"," — press Enter or comma to add. Tags are how the search narrows.",[118,131,132,135],{},[14,133,134],{},"Body"," — what this is for, when it applies, what the reader should keep in mind.",[118,137,138,141],{},[14,139,140],{},"Steps"," — an ordered list, used only when the order genuinely matters (\"press kill switch, evacuate, page the doctor\"). Skip it if the body says it all.",[11,143,144,147,148,151],{},[14,145,146],{},"Save draft"," parks it. ",[14,149,150],{},"Publish"," sends it to whoever can see it.",[21,153,155],{"id":154},"who-can-see-it","Who can see it",[11,157,158],{},"Three levels of reach:",[115,160,161,167,173],{},[118,162,163,166],{},[14,164,165],{},"Private"," — only you",[118,168,169,172],{},[14,170,171],{},"My team"," — you and everyone who reports into you, direct and indirect",[118,174,175,178],{},[14,176,177],{},"Org-wide"," — everyone in the workspace",[21,180,182],{"id":181},"requiring-a-signature","Requiring a signature",[11,184,185,186,189],{},"Turn on ",[14,187,188],{},"Require team acknowledgment"," and everyone who can see the note must mark it as read. Then choose how hard that requirement bites:",[115,191,192,198],{},[118,193,194,197],{},[14,195,196],{},"Soft reminder"," — it appears in the notification bell and on the pending sign-offs page. The app stays fully usable.",[118,199,200,203],{},[14,201,202],{},"Hard block"," — a full-screen overlay that can't be dismissed until they acknowledge it.",[205,206,207],"caution",{},[11,208,209,210,213],{},"Use ",[14,211,212],{},"hard block"," for safety-critical SOPs only — laser, sharps, emergency protocols. It stops the person working until they sign. A hard-blocked note about the new coffee machine will cost you a morning of goodwill.",[21,215,217],{"id":216},"versions","Versions",[11,219,220,221,224],{},"Every publish is a snapshot of the title, body, category, tags and steps at that moment, kept in ",[14,222,223],{},"History",".",[226,227,228],"warning",{},[11,229,230,233],{},[14,231,232],{},"Bumping the version resets everyone's acknowledgment."," That's the point — a materially changed protocol needs re-signing. But it also means a typo fix shouldn't bump the version, or you'll ask forty people to re-sign a comma.",[11,235,236,237,240],{},"A person who signed an older version sees the note flagged as ",[14,238,239],{},"Outdated · you signed v2",", so it's obvious what they're behind on.",[21,242,244],{"id":243},"pending-sign-offs","Pending sign-offs",[11,246,247,249],{},[14,248,244],{}," lists everything waiting on your signature, with a hint against each one telling you whether it will block you or merely nag. Read it, acknowledge it, and it clears.",[11,251,252,253,256,257,260],{},"The same count appears as an amber badge on ",[14,254,255],{},"Notes"," in the sidebar and on ",[14,258,259],{},"Today"," under action required.",[21,262,264],{"id":263},"finding-a-note-again","Finding a note again",[11,266,267,268,271],{},"The notes list searches title, body and tags at once, and filters by category, by visibility, and by pinned. ",[14,269,270],{},"Pin"," the handful you reach for daily and they stay at the top.",[11,273,274],{},"The page also shows three figures at a glance: how many notes exist, how many are pinned, and how many need your sign-off.",[21,276,278],{"id":277},"managing-a-published-note","Managing a published note",[115,280,281,287,293],{},[118,282,283,286],{},[14,284,285],{},"Unpublish"," takes it out of circulation without deleting it",[118,288,289,292],{},[14,290,291],{},"Archive"," files it away",[118,294,295,298],{},[14,296,297],{},"Start session"," opens it as a training session to work through with someone",[21,300,302],{"id":301},"notes-versus-policies","Notes versus policies",[11,304,305],{},"They look similar and they are not the same thing.",[32,307,308,319],{},[35,309,310],{},[38,311,312,314,316],{},[41,313],{},[41,315,255],{},[41,317,318],{},"Policies",[48,320,321,332,343,354],{},[38,322,323,326,329],{},[53,324,325],{},"What it is",[53,327,328],{},"Operational know-how — how we do the work",[53,330,331],{},"HR and compliance — the terms of employment",[38,333,334,337,340],{},[53,335,336],{},"Who writes it",[53,338,339],{},"Anyone who can create notes",[53,341,342],{},"Someone with the policy-authoring permission",[38,344,345,348,351],{},[53,346,347],{},"Acknowledgment",[53,349,350],{},"Optional, per note",[53,352,353],{},"Usually required, and legally meaningful",[38,355,356,359,362],{},[53,357,358],{},"Signature record",[53,360,361],{},"Acknowledgment logged",[53,363,364],{},"Signature and timestamp permanently logged",[11,366,367,368,224],{},"If it's about performing the work, it's a note. If it's about conduct, safety obligations, privacy or employment, it's a ",[369,370,372],"a",{"href":371},"\u002Fhelp\u002Foperations\u002Fpolicies","policy",{"title":374,"searchDepth":375,"depth":375,"links":376},"",2,[377,378,379,380,381,382,383,384],{"id":23,"depth":375,"text":24},{"id":154,"depth":375,"text":155},{"id":181,"depth":375,"text":182},{"id":216,"depth":375,"text":217},{"id":243,"depth":375,"text":244},{"id":263,"depth":375,"text":264},{"id":277,"depth":375,"text":278},{"id":301,"depth":375,"text":302},"operations","Write down how you do things, require a signature where it matters, and version it so a change reaches everyone.",false,"md","i-lucide-notebook-text",[],{},true,10,"\u002Fhelp\u002Foperations\u002Fnotes-your-team-playbook",[396,371],"\u002Fhelp\u002Foperations\u002Fboards",{"title":5,"description":386},"help\u002Foperations\u002Fnotes-your-team-playbook","2026-07-26","rjoTUAFI5dlMFlQgoFBpUH8m6oMIwJv1ORJVaiUQtOo",[402,413,422,432,442,452,461,471,481,491,500,511],{"id":403,"title":404,"audience":6,"description":405,"extension":406,"icon":407,"meta":408,"order":409,"slug":410,"stem":411,"__hash__":412},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","lTnfg_2tKvxQ9QanJ9XY3shoBHrJNWNfnxhcYaaKKPI",{"id":414,"title":415,"audience":6,"description":416,"extension":406,"icon":417,"meta":418,"order":375,"slug":419,"stem":420,"__hash__":421},"helpCategories\u002Fhelp\u002Fcategories\u002Fcalendar.yml","Calendar & booking","Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.","i-lucide-calendar",{},"calendar","help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":423,"title":424,"audience":6,"description":425,"extension":406,"icon":426,"meta":427,"order":428,"slug":429,"stem":430,"__hash__":431},"helpCategories\u002Fhelp\u002Fcategories\u002Fcheckout.yml","Checkout & payments","Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.","i-lucide-credit-card",{},3,"checkout","help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":433,"title":434,"audience":6,"description":435,"extension":406,"icon":436,"meta":437,"order":438,"slug":439,"stem":440,"__hash__":441},"helpCategories\u002Fhelp\u002Fcategories\u002Fclients.yml","Clients & forms","Add and find clients, read a client profile, and send forms and consents.","i-lucide-users",{},4,"clients","help\u002Fcategories\u002Fclients","u-tqzEJo2gR_wJ7x7y-EMIF3L4TP9EuBWlamwgwCC0I",{"id":443,"title":444,"audience":6,"description":445,"extension":406,"icon":446,"meta":447,"order":448,"slug":449,"stem":450,"__hash__":451},"helpCategories\u002Fhelp\u002Fcategories\u002Fretail.yml","Memberships, packages & gift cards","The things clients buy once and spend down over time, and how each one behaves at checkout.","i-lucide-gift",{},5,"retail","help\u002Fcategories\u002Fretail","wVVr_rc_P9p2RZWwy0XKsNB9fQ7XtQxxIz4qnixkGkg",{"id":453,"title":454,"audience":6,"description":455,"extension":406,"icon":456,"meta":457,"order":458,"slug":385,"stem":459,"__hash__":460},"helpCategories\u002Fhelp\u002Fcategories\u002Foperations.yml","Operations","The internal side of the business, covering your written playbook, task boards, venue incidents, and the policies everyone signs.","i-lucide-briefcase",{},6,"help\u002Fcategories\u002Foperations","kSPRTYYbOW5LBNuaYXGv0C4IE7BqS2n-OkCSI97f-cM",{"id":462,"title":463,"audience":6,"description":464,"extension":406,"icon":465,"meta":466,"order":467,"slug":468,"stem":469,"__hash__":470},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Working hours, the weekly roster, clock-in, timesheets, and time off.","i-lucide-id-card",{},7,"team","help\u002Fcategories\u002Fteam","1cMbCRwUmewb4t_DwUJ7jJUjntx-odU8jRDgBredsPs",{"id":472,"title":473,"audience":6,"description":474,"extension":406,"icon":475,"meta":476,"order":477,"slug":478,"stem":479,"__hash__":480},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read the numbers, export them, and find the report you actually need.","i-lucide-trending-up",{},8,"growth","help\u002Fcategories\u002Fgrowth","3XyCU-DkoYi7xSPz0tDRohlYkNBUS0YsLo-insknI8o",{"id":482,"title":483,"audience":6,"description":484,"extension":406,"icon":485,"meta":486,"order":487,"slug":488,"stem":489,"__hash__":490},"helpCategories\u002Fhelp\u002Fcategories\u002Fsettings.yml","Settings & admin","Services and pricing, who can see what, and moving your data in from another system.","i-lucide-settings",{},9,"settings","help\u002Fcategories\u002Fsettings","rdLQHp7tfAu5iySbsypfXu1kOuujDAuLVk6yGidNvtQ",{"id":492,"title":493,"audience":6,"description":494,"extension":406,"icon":495,"meta":496,"order":393,"slug":497,"stem":498,"__hash__":499},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},"account","help\u002Fcategories\u002Faccount","8JZPH_8Q-lnEEFgysE9gCwyd1pzUe2hfAebATuQ5Pog",{"id":501,"title":502,"audience":503,"description":504,"extension":406,"icon":505,"meta":506,"order":507,"slug":508,"stem":509,"__hash__":510},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","client","Booking, paying, and managing your visit from your venue's booking page and the private links they send you.","i-lucide-globe",{},20,"book-online","help\u002Fcategories\u002Fbook-online","dUBIoELt-ci1vqbw_VX1VA6PGJV8V-9x4ZmpAk1aXXE",{"id":512,"title":513,"audience":503,"description":514,"extension":406,"icon":515,"meta":516,"order":517,"slug":518,"stem":519,"__hash__":520},"helpCategories\u002Fhelp\u002Fcategories\u002Fportal.yml","Your account and visits","Booking from your account, managing your visits, and using your wallet, memberships and rewards.","i-lucide-user-round",{},21,"portal","help\u002Fcategories\u002Fportal","D8_zQhv9hO2b9PYDADw-ebh1yZUuC0UcBt3DDZbMAH4",[],[523,736],{"id":524,"title":525,"audience":6,"body":526,"category":385,"description":727,"draft":387,"extension":388,"icon":728,"keywords":729,"meta":730,"navigation":392,"order":507,"path":396,"related":731,"seo":733,"stem":734,"updatedAt":399,"__hash__":735},"help\u002Fhelp\u002Foperations\u002Fboards.md","Boards — plan the week",{"type":8,"value":527,"toc":718},[528,533,536,540,546,566,583,587,601,607,611,614,659,662,668,672,679,682,697,702,706,711,715],[11,529,530],{},[14,531,532],{},"Operations → Boards",[11,534,535],{},"Boards are for work that isn't an appointment: the equipment check, the reorder run, the campaign that needs drafting, the room that needs deep-cleaning before Friday.",[21,537,539],{"id":538},"create-a-board","Create a board",[11,541,542,545],{},[14,543,544],{},"New board"," starts you from one of three shapes, or a blank one:",[115,547,548,554,560],{},[118,549,550,553],{},[14,551,552],{},"Treatment room ops"," — daily clinical workflow, appointments through follow-up",[118,555,556,559],{},[14,557,558],{},"Campaign planning"," — a marketing pipeline across ideas, drafts, scheduled, live",[118,561,562,565],{},[14,563,564],{},"Personal todo"," — a private board only you can see",[11,567,568,569,572,573,572,576,572,579,582],{},"Every board starts with four columns — ",[14,570,571],{},"Backlog",", ",[14,574,575],{},"In progress",[14,577,578],{},"Blocked",[14,580,581],{},"Done"," — and you can rename, recolour, reorder, add, or delete columns afterwards.",[21,584,586],{"id":585},"who-can-see-a-board","Who can see a board",[115,588,589,593,597],{},[118,590,591,166],{},[14,592,165],{},[118,594,595,172],{},[14,596,171],{},[118,598,599,178],{},[14,600,177],{},[602,603,604],"note",{},[11,605,606],{},"Assignees always see cards they're on, whatever the board's visibility. Assigning someone to a card on a private board does not hide the card from them.",[21,608,610],{"id":609},"cards","Cards",[11,612,613],{},"Drag cards between columns to move them. A card holds:",[115,615,616,621,631,641,647,653],{},[118,617,618],{},[14,619,620],{},"Title and body",[118,622,623,626,627,630],{},[14,624,625],{},"Assignees"," — the card then shows up on their ",[14,628,629],{},"My cards"," tab",[118,632,633,636,637,640],{},[14,634,635],{},"Due date"," — the card shows Today, Tomorrow, In N days, or ",[14,638,639],{},"Overdue"," with the date",[118,642,643,646],{},[14,644,645],{},"Linked notes"," — attach a procedure note so the SOP travels with the work",[118,648,649,652],{},[14,650,651],{},"Attachments"," — images and PDFs, up to 10MB each. One can be set as the card's cover.",[118,654,655,658],{},[14,656,657],{},"Comments"," — a thread on the card, editable and deletable by the author",[21,660,629],{"id":661},"my-cards",[11,663,664,665,667],{},"The ",[14,666,629],{}," tab on the boards page collects every card you're assigned to, across every board. It's the \"what's on my plate\" view — start there rather than opening boards one at a time.",[21,669,671],{"id":670},"recurring-cards","Recurring cards",[11,673,674,675,678],{},"For rituals that happen on a rhythm — weekly cleaning, monthly equipment checks, quarterly stock takes — set up a ",[14,676,677],{},"recurring card"," instead of remembering to create one.",[11,680,681],{},"Recurrences run daily, every N days, weekly on chosen days, or monthly, each at a set time. The list shows the next run and how many times it has fired.",[11,683,684,685,688,689,692,693,696],{},"You can ",[14,686,687],{},"pause"," a recurrence, ",[14,690,691],{},"activate"," it again, or ",[14,694,695],{},"spawn a card now"," if you want one ahead of schedule.",[226,698,699],{},[11,700,701],{},"Deleting a recurrence stops future cards. Cards it has already spawned stay where they are — deleting the rule never retroactively removes work someone may already have started.",[21,703,705],{"id":704},"deleting-a-column","Deleting a column",[205,707,708],{},[11,709,710],{},"Deleting a column deletes the cards inside it. The confirmation tells you how many cards will go. If you want to keep them, drag them into another column first.",[21,712,714],{"id":713},"boards-versus-notes","Boards versus notes",[11,716,717],{},"A note is the reference — how the equipment check is done. A board card is the instance — this week's equipment check, assigned to Sam, due Friday. Link the note to the card and the person doing the job has the instructions in front of them.",{"title":374,"searchDepth":375,"depth":375,"links":719},[720,721,722,723,724,725,726],{"id":538,"depth":375,"text":539},{"id":585,"depth":375,"text":586},{"id":609,"depth":375,"text":610},{"id":661,"depth":375,"text":629},{"id":670,"depth":375,"text":671},{"id":704,"depth":375,"text":705},{"id":713,"depth":375,"text":714},"Kanban boards for who-does-what, with linked procedure notes, attachments, comments, and cards that spawn on a schedule.","i-lucide-kanban",[],{},[394,732],"\u002Fhelp\u002Fgetting-started\u002Fyour-day-in-workroom",{"title":525,"description":727},"help\u002Foperations\u002Fboards","RAWGWrLX6yS_216N55rI_b4D2swVTYuH7ZF1w3Y5E4o",{"id":737,"title":738,"audience":6,"body":739,"category":385,"description":1024,"draft":387,"extension":388,"icon":1025,"keywords":1026,"meta":1027,"navigation":392,"order":1028,"path":371,"related":1029,"seo":1031,"stem":1032,"updatedAt":399,"__hash__":1033},"help\u002Fhelp\u002Foperations\u002Fpolicies.md","Policies — reading, signing, and authoring",{"type":8,"value":740,"toc":1014},[741,746,749,755,759,762,765,770,776,781,785,792,861,871,876,898,902,905,909,918,925,928,932,938,941,948,952,1009],[11,742,743],{},[14,744,745],{},"Operations → Policies",[11,747,748],{},"Policies are the HR and compliance layer — code of conduct, health and safety, privacy, harassment, attendance, social media, confidentiality, the employee handbook.",[11,750,751,752,754],{},"They sit in ",[14,753,454],{},", not in Settings, because every employee has to read and sign them. Only authoring is restricted.",[21,756,758],{"id":757},"if-youre-an-employee","If you're an employee",[11,760,761],{},"You need to do two things: read the policy, and acknowledge it.",[11,763,764],{},"When a policy that requires acknowledgment is published — or its version is bumped — you're prompted to sign at your next sign-in. Read it, then acknowledge.",[602,766,767],{},[11,768,769],{},"Your signature and its timestamp are permanently logged against the exact version you signed. That record is the point of the feature: it's what proves the business told you, and what proves you read it.",[11,771,772,773,775],{},"You can revisit any policy at any time from ",[14,774,745],{},". If you can read but not author, the sidebar shows a small eye icon next to the link — that's expected, not a fault.",[226,777,778],{},[11,779,780],{},"Acknowledgment prompts are skipped on read-only reporting pages, so a manager reviewing numbers isn't blocked by an HR overlay on every report. The prompt still reaches you everywhere else, and the notification bell keeps the item visible.",[21,782,784],{"id":783},"if-you-author-policies","If you author policies",[11,786,787,788,791],{},"Authoring needs the policy-management permission. ",[14,789,790],{},"New policy"," offers five ways in:",[32,793,794,804],{},[35,795,796],{},[38,797,798,801],{},[41,799,800],{},"Route",[41,802,803],{},"Use it when",[48,805,806,816,826,841,851],{},[38,807,808,813],{},[53,809,810],{},[14,811,812],{},"Start from a template",[53,814,815],{},"You want a solid starting draft. Templates prefill your business name, HR contact and jurisdiction.",[38,817,818,823],{},[53,819,820],{},[14,821,822],{},"AI Policy Studio",[53,824,825],{},"You want a draft generated from a description. Only available when the AI assistant is enabled for your business.",[38,827,828,833],{},[53,829,830],{},[14,831,832],{},"Upload a document",[53,834,835,836,840],{},"You already have the policy as a PDF, ",[837,838,839],"code",{},".docx",", or HTML file.",[38,842,843,848],{},[53,844,845],{},[14,846,847],{},"Paste HTML",[53,849,850],{},"You're bringing it from another system. The pasted markup is sanitised before it's stored.",[38,852,853,858],{},[53,854,855],{},[14,856,857],{},"Blank",[53,859,860],{},"You'd rather write it yourself.",[11,862,863,864,866,867,870],{},"Uploads accept PDF, ",[837,865,839],{}," and ",[837,868,869],{},".html"," only, and are size-limited — the editor tells you the maximum.",[872,873,875],"h3",{"id":874},"fields","Fields",[115,877,878,886,892],{},[118,879,880,882,883],{},[14,881,122],{}," and optional ",[14,884,885],{},"category",[118,887,888,891],{},[14,889,890],{},"Summary"," — a one-liner shown in lists and on the acknowledgment overlay. Worth writing well; for many staff it's the only part they read carefully.",[118,893,894,897],{},[14,895,896],{},"Require acknowledgment"," — when on, every employee must sign it at next login",[872,899,901],{"id":900},"draft-then-publish","Draft, then publish",[11,903,904],{},"A new policy is created as a draft. Review it — particularly the extracted text from an upload or the sanitised output of a paste — and publish when you're satisfied.",[872,906,908],{"id":907},"versions-and-re-acknowledgment","Versions and re-acknowledgment",[226,910,911],{},[11,912,913,914,917],{},"Bumping a policy's version ",[14,915,916],{},"resets everyone's acknowledgment"," and asks the whole team to sign again. That's correct for a substantive change and wasteful for a typo. Save the version bump for changes that alter what someone is agreeing to.",[11,919,920,921],{},"When you edit and re-publish with a version bump, the app confirms it: ",[922,923,924],"em",{},"\"Version bumped. Team must re-acknowledge.\"",[11,926,927],{},"You can also replace the attached file on an uploaded policy — the signature record then attaches to the file you uploaded.",[21,929,931],{"id":930},"compliance-tracking","Compliance tracking",[11,933,934,937],{},[14,935,936],{},"Compliance"," (admin only) shows, per employee: how many policies they've acknowledged, out of how many, as a percentage — plus exactly which ones are missing.",[11,939,940],{},"A policy someone signed at an older version is flagged separately from one they've never signed, so you can tell \"hasn't read it at all\" from \"read the previous edition\".",[11,942,943,944,947],{},"Filter to ",[14,945,946],{},"only missing"," to get your chase list.",[21,949,951],{"id":950},"policies-versus-notes","Policies versus notes",[32,953,954,964],{},[35,955,956],{},[38,957,958,960,962],{},[41,959],{},[41,961,318],{},[41,963,255],{},[48,965,966,977,987,998],{},[38,967,968,971,974],{},[53,969,970],{},"Subject",[53,972,973],{},"Conduct, safety obligations, privacy, employment",[53,975,976],{},"How to do the work",[38,978,979,982,985],{},[53,980,981],{},"Who can author",[53,983,984],{},"Policy-management permission only",[53,986,339],{},[38,988,989,992,995],{},[53,990,991],{},"Who can read",[53,993,994],{},"Everyone with policy view",[53,996,997],{},"Depends on the note's visibility",[38,999,1000,1003,1006],{},[53,1001,1002],{},"Signature",[53,1004,1005],{},"Permanently logged against the version",[53,1007,1008],{},"Acknowledgment logged, optional per note",[11,1010,1011,1012,224],{},"If it would go in an employee handbook, it's a policy. If it would go on a laminated card by the machine, it's a ",[369,1013,602],{"href":394},{"title":374,"searchDepth":375,"depth":375,"links":1015},[1016,1017,1022,1023],{"id":757,"depth":375,"text":758},{"id":783,"depth":375,"text":784,"children":1018},[1019,1020,1021],{"id":874,"depth":428,"text":875},{"id":900,"depth":428,"text":901},{"id":907,"depth":428,"text":908},{"id":930,"depth":375,"text":931},{"id":950,"depth":375,"text":951},"What every employee has to do with a policy, how authors create one from a template, upload or paste, and how compliance is tracked.","i-lucide-shield-check",[],{},30,[394,1030],"\u002Fhelp\u002Fsettings\u002Froles-and-permissions",{"title":738,"description":1024},"help\u002Foperations\u002Fpolicies","Olc7gRagEd7UYBUv2Ug9gJ9Km9IBKV4mIQ6NWjhd-7w",1790218959717]