Working in Policies, Training, and Team Compliance

This page explains how to use the policy, training, and compliance-accountability routes that are currently visible in the Privacy area of VerityLaw.

Product: VerityLaw
Module: Policies, Training, Team Compliance
Role: Information Officer, department lead, compliance operator, employee user
Difficulty: Beginner
Time: 15 to 20 minutes
Last Updated: 2026-03-10
Version: Current repo baseline

Before You Start

• Decide whether you are doing organisation-level administration, department oversight, or personal self-service work.
• Gather policy IDs, module IDs, or user IDs before using the assignment and nudge tools.
• Use Working in Privacy Overview and Information Officer first if you need the wider privacy context.

What does this module cover?

This manual covers:

• Policies
• Notices
• Policy Acks
• Policy Distribution
• Training
• Training CMS
• Training Deploy
• Team Compliance
• My Tasks
• My Compliance
• My Training
• Dept. Inventory
• Nudges

Maintain the policy library

Review policies

1. Open Policies.
2. Review the list for:
   • Title
   • Type
   • Version
   • Status
   • Effective Date
   • Review Date
3. If the policy is missing, click New Policy.

Create a new policy

1. Click New Policy.
2. Complete:
   • Title
   • Type
   • Description
   • Content
   • Effective Date if known
   • Review Date if known
3. Click Create Policy.
4. Confirm you return to the policy list.

Honest scope note

The policy list is currently a register with a visible create flow. It does not expose row-level edit buttons. Separate policy version-history routes exist in the app, but they are not surfaced from the list page.

Manage notices

Review notices

1. Open Notices.
2. Review:
   • Title
   • Priority
   • Audience
   • Published or Draft state
   • Created date
3. Use Edit or Delete as needed.

Create or edit a notice

1. Open New Notice or Edit Notice.
2. Complete:
   • Title
   • Content
   • Priority
   • Audience
3. Save the notice.

Honest scope note

The notice form stores the notice content and audience details. The published state shown on the list comes from the stored record, not from a visible publish toggle on the form.

Review policy acknowledgement reporting

1. Open Policy Acks.
2. Review the headline measures:
   • Published Policies
   • Fully Acknowledged
   • Average Completion
3. Use the table to identify policies with high pending counts.

Honest scope note

This is a reporting page only. It does not expose reminder or follow-up actions directly from the table.

Distribute policies carefully

1. Open Policy Distribution.
2. Review existing assignments first.
3. Click Assign Policy.
4. Enter:
   • Policy ID
   • Target Type
   • Target ID if the target is not All Users
5. Save the assignment.
6. Confirm the assignment appears in the table.

Important usability note

The current assignment form expects raw UUID values, not a pick-list. Make sure you have the correct identifiers before training users on this page.

Maintain training records

Review training records

1. Open Training.
2. Review the summary cards:
   • Total Records
   • Completed
   • Passed
   • In Progress
3. Review each row for:
   • Staff Member
   • Course
   • Type
   • Status
   • Score
   • Completed date
4. Use Edit or Delete where needed.

Create a training record

1. Click New Record.
2. Complete:
   • Staff Member
   • Course Name
   • Course Type
   • Completed Date if known
   • Score if known
   • Passed flag
   • Expiry Date if needed
3. Click Create Record.

Use Training CMS and Training Deploy honestly

Create training content

1. Open Training CMS.
2. Click New Module.
3. Enter:
   • Title
   • Description
   • Content Type
   • Duration
   • Passing Score
   • Content URL
   • Mandatory flag
4. Save the module.

Deploy a module

1. Open Training Deploy.
2. Click Deploy Training.
3. Enter:
   • Module ID
   • Target Type
   • Target ID if needed
   • Due Date if needed
4. Save the deployment.

Important usability note

Like policy assignment, the current deployment flow requires raw UUID values rather than searchable pick-lists.

Use Team Compliance and departmental review pages

Team Compliance

1. Open Team Compliance.
2. Review:
   • Team Members
   • Training Completion
   • Pending Tasks
   • Overdue Items
3. Review the team training record table.

My Tasks

1. Open My Tasks.
2. Use the filter buttons:
   • All
   • Pending
   • Completed
   • Overdue
3. Review titles and due dates.

Dept. Inventory

1. Open Dept. Inventory.
2. Review the department summary cards.
3. Review the legal-basis summary.
4. Review the processing-activity table for your department.

Honest scope note

These three pages are review and monitoring surfaces. They do not expose a full inline task-completion or department-edit workflow.

Use employee self-service pages correctly

My Compliance

1. Open My Compliance.
2. Review your summary across:
   • Training
   • Policies
   • Consents
3. Use the quick links to jump to the working page you actually need.

My Training

1. Open My Training.
2. Review the totals for total, completed, and pending modules.
3. Open the relevant training card.
4. If the module is pending, click Mark as Completed.
5. Confirm the page refreshes and the card status changes.

Honest scope note

The current My Training player is a completion tracker. It does not present rich lesson content inside the page.

Use Nudges for managed follow-up

1. Open Nudges.
2. Review the current queue by status:
   • Pending
   • Sent
   • Escalated
   • Resolved
3. Click Create Nudge if you need a new reminder.
4. Enter:
   • Nudge Type
   • Target User ID
   • Message
   • Due Date if needed
5. Save the nudge and confirm it appears in the list.

Common mistakes to avoid

"Training records and training modules are the same thing"

Why this happens: The labels are close, but they support different jobs.

Fix: Use Training to track staff completion records. Use Training CMS to create the reusable module definition. Use Training Deploy to assign that module.

"My Compliance is where I complete everything"

Why this happens: It looks like a personal control panel.

Fix: Treat My Compliance as a summary page. Use the target working pages such as My Training, My Consents, Submit SAR, or Report Incident for actual actions.

What's Next

• Working in Consent, DSAR, and PAIA
• Working in Finance

Related Pages

• Working in Privacy Overview and Information Officer
• Compliance Operations
• Functionality Gap Map

Still Stuck?

• Return to VerityLaw Module Manuals.
• Use Working in Consent, DSAR, and PAIA if your next step is personal rights handling rather than policy or training administration.
• Contact support: support@veva.co.za

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