Changes

Privacy and Security Policies

2 bytes removed, 13 May
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How Users Interact with Policies
Users may encounter privacy and security policies in a number of collection points within your system depending on the configuration. As an example, let’s walk through some different areas of the system where the user may encounter a policy and be asked to accept it.
'''===Login Pages'''===
Before logging in, users may be able to preview specific policies based on configuration as seen below.
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'''===Signup Pages'''===
Users may be required to acknowledge or accept a set of policies before being shown the signup page form. This ensures the user is aware of the terms and conditions of using the system as well as how their data may be collected, used, and stored.
'''===On Record Creation'''===
When a user creates a Level 1 record (such as when applying to a program), they may be prompted to accept or acknowledge a set of policies tailored to the Level 1 type being created. Similarly, when a user creates a Level 2 record (like a review), they may also be asked to accept or acknowledge a set of policies which may include a conflict-of-interest attestation. These policies will be displayed to the user before the user can fill out the form and will be shown each time the user creates a new Level 1, 2, or 3 record of a specific type.
'''===Viewing Accepted Policies'''===
Users can view a list of accepted or acknowledged policies at any time by clicking on the lock icon labeled "Privacy & Security" in the global header. This list view displays the collection point, version, and the date when the policy was accepted. Additionally, users can open a PDF to view the contents of the policy as it was at the time of acceptance.
Administrators can see who has accepted any policy at a given time by navigating to '''Menu Icon''' > '''Global Settings''' > '''Security''' tab > '''Privacy and Security Policies''' > Edit the desired policy > Click on “User Logs” in the left navigation. Here you will see a list view of all users that have accepted a policy along with pertinent information and a PDF of what the policy contained at the time of acceptance. A search is also available to easily find users by name or email.
 
 
=Configuration=
Smartstaff
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