Core allows you to set policy owners who are responsible for reviewing, editing, and publishing policies in your profile.
Each Policy must have a Policy owner before being published to an audience, and that can be yourself or another staff member.
You can set and see current Policy Owners via the All Policies section within Policies:
Assign Policy Owners
To set a policy owner, click on a policy and an Assign Policy Owners option appears:
Select the Assign Policy Owners drop-down, select your Staff member and press Assign:
Confirm your selection on the confirmation popup:
The Staff member will then receive a notification to say that they have been made the policy owner:
This policy will then show in the staff members My Policies section:
Change a Policy Owner
If you would like to change the policy owner, as above, select the policy from All Policies, and change the Policy Owner via the drop-down in the top-right:
Search for a Policy Owner
If you would like to quickly see which staff are responsible for which policies, you can use our filter or search box to do this.
Select the Policy Owner text in the row at the top, and the Policies will filter to show Policies with Policy Owners first
Select the hamburger tool, to open up Search to filter to a specific user.
Alternatively, use our Filter Policies field to enter a staff member's name, and the table will filter to find relevant results: