Using Alerts to Introduce Changed or New Policies and Procedures

You may have experienced publishing a new or updated policy/procedure to staff and then encountering complaints or other issues because the new guidelines were not followed. Staff members may have been called aside to introduce the new policy or procedure, been provided a copy to post in their work areas, and supervisory personnel updated on the importance of implementing the changes accurately.

KNOWLEDGESOURCE provides a way to more more effectively introduce new or updated requirements and to reinforce their implementation. The Alert feature will present a Policy (or a Topic) on the user’s Learning Dashboard in bold red with an exclamation point. Alerts appear on the dashboard as soon as the alert assignment is saved.

FDCPA Essentials

To present a policy as an Alert, navigate to Content/Policies, and expand the category containing the new/updated policy. Open the ‘Show actions’ context menu and click Alert. Assign to the groups desired.

FDCPA Essentials
FDCPA Essentials

A Policy Alert will only present once as an Alert. To reinforce the new or updated policy/procedure requirements, you might want to present the policy as an Alert 2 or 3 times in the week during which it becomes effective. An Alert does not impact the normal Policy presentment schedule.