September Grab Bag: Read Tracking and Revoking
As we enter the last quarter, there are two things happening in almost every digital workplace: policy updates and membership reviews. Policies are being reviewed and updated in preparation for larger-scale policy reviews in the new year, and to ensure they're in compliance with how organizations have grown and changed.
Similarly, membership numbers are typically cleaned up, and some organizations with seasonal members are preparing to adjust them in the face of the approaching winter. With that said, here are two of the most common questions we receive around those use cases.
How do I ensure members have read our policies?
The Read Tracking function available on every article is designed to confirm whether each member has read the article. You can also assign Groups to read a particular article, which will notify the members and provide a link to view it directly. Once a Group is assigned, you can send use the Read Tracking interface, accessible through the Action Button, to view who's read it and who hasn't, send reminders to people who missed the deadline, and export a file of all the members who read the item.
When the time comes to update the policy, and members need to read it again, edit the item and use the Clear Read Tracking Audit Information option in the Read Tracking box to remove all of the reads, but not the assignments, making it easy to send out a reminder to re-read the updated policy.
What happens to member accounts when they're revoked?
When a member account is removed from your digital workplace, it no longer occupies one of your active licenses. The account also immediately loses all of the privileges of membership. It no longer receives notifications, has access to members only content, it vanishes from membership lists, and can't be Activity page. Similarly, all of the actions it took are logged in your Igloo's data feeds, and can still be queried from there.by other members. Any content or comments by the account remain, and actions it took in the past are still part of your digital workplace's
However, the account itself isn't deleted. It's retained in the Igloo platform and associated with your digital workplace, letting you reinstate accounts provided they have the same email address. This lets you reinstate accounts for returning members, and have those accounts immediately associated with all previous content and activity, rather than creating net new accounts for contract or seasonal employees.
If you have any other questions about the Igloo platform, workflows, or best practices, you can leave a comment here, or ask a question in the Community area.