Set up a policy acknowledgement campaign using the Compliance Workspace

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read

    • A policy campaign is the record used to prepare for a policy acknowledgement request. It defines the audience who must provide an acknowledgement that a particular policy is in compliance. A policy campaign is requested in the Compliance Workspace only if the compliance user decides it is needed.

    Before you begin

    Role required: Compliance User

    Procedure

    1. Navigate to All > Policy and Compliance > Policies and Procedures > Policies.
    2. Open the Policy record in the Published state you want to acknowledge.
    3. Scroll down and click the Acknowledgement Setup related list.
    4. On the form, fill in the fields.
      Field Description
      Audience

      Select the employees who are responsible for acknowledging the policy. You define the audience using the Audience module.
      Reference Material URL Click the lock icon and add a URL to reference materials for the policy that the audience can review. When you have completed your entry, click the lock icon again.
      Allow users to decline policy Select if you want members of the audience to be able to decline the policy.
      Allow users to request exception Select if you want to members of the audience to be able to request a policy exception.
    5. Save the record.
    6. Scroll down and click the Acknowledgement Campaigns related list.
    7. Click New.
      Note:
      Notice that the majority of the fields are pre-filled with data from the policy record.
    8. On the form, fill in the fields.
      Note:
      Only field description that were not previously described are provided here.
      Field Description
      Number An auto-generated record number for the acknowledgement.
      State The current state of the acknowledgement campaign. The default state is New.
      Valid from/to Select the period of time the acknowledgement is valid. The acknowledgement is valid from the beginning of the Valid from date until the end of the Valid to date.
      Note:
      The Valid from date cannot be prior to the current date. The Valid to date cannot be beyond the Valid to date defined in the policy.
      Number of days to respond The number of days by which members of the audience have to respond.
      Short description A brief description of the policy.
      Acknowledgement Details tab This tab shows details and requirements from the policy, as well as the Reference Material URL defined during acknowledgement setup.
    9. Click Submit.
      The acknowledgement request is now ready for you to send to the defined audience.