Features & Dashboard FAQs

What the platform actually does, feature by feature

Detailed breakdowns of search, employee experience, admin dashboards, content formats, version control, and every core capability.

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Detailed breakdowns of search, employee experience, admin dashboards, content formats, version control, and every core capability.

👤 Employee Experience

Deliberately not a PDF viewer. Policies are presented in a web article format with clean typography, clear paragraphs, reading progress indicator, embedded media. No download prompts, no file attachments. This design choice is the primary driver of the 3x engagement improvement: removing PDF friction means employees read policies rather than downloading and ignoring them.
The dashboard is role-based and personalized to each employee's department, designation, grade, and location. An employee sees: unread policies requiring attention (with deadlines highlighted), starred favourites, "Most Recommended" by peers, pinned priority policies, and reading history. The dashboard surfaces what the employee needs to do, so they don't have to search the entire library to find their compliance actions.
Yes. Employees can: use the Questions feature to submit written questions against a specific policy (collated for admin review), use Comments to discuss with colleagues, give Feedback (Helpful/Not Helpful, Explanatory/Not Explanatory) showing admins which policies have comprehension issues, and use Recommend to surface useful policies to peers. Admins also see Search Metrics, showing what employees search for and which keywords appear most, revealing comprehension gaps before they become compliance issues.

🎛️ Admin & Dashboard

Real-time view of: overall attestation rate by policy (% read and accepted), read receipt status by individual employee (filterable by department, designation, grade, location), action completion rate (Understood / Accept / Not Clear), e-signature completion status, search queries being run by employees, and feedback scores by policy. All live. A compliance manager can identify a policy with low read rates and act on it the same day it's published.
Yes. Multiple admins with department-level access controls are supported. HR publishes HR policies, IT/InfoSec publishes IT security policies, Legal publishes regulatory updates, Operations publishes branch circulars, each admin operating only within their domain. A super-admin role has cross-department visibility for compliance reporting and the master dashboard.
Search Metrics records every query employees run, aggregated by frequency and keyword. It answers: what are employees trying to find that they're not finding? Which policies generate the most follow-up searches (a comprehension gap signal)? If 200 employees searched for "loan restructuring process" last month but couldn't find the relevant policy, that's a direct signal to retitle the policy or publish a new one.

📄 Version Control & Content

Every update creates a numbered version automatically. Change history is maintained (who made changes, when, what changed) with rollback to any previous version. When a new version is published, admins choose: notify all employees, notify only those who read the previous version, or notify only those who didn't. Superseded policies are archived not deleted, remaining available for audit.
Yes. When publishing, admins can set an expiry date (policy flagged as expired but remains accessible) or an auto-delete date (policy automatically removed from the live library on a specified date). Essential for time-bound regulatory circulars, promotional product guidelines, and temporary operational procedures, ensuring the library doesn't accumulate outdated content.
Beyond standard text: embedded images with zoom functionality, GIFs, YouTube video embeds, secure private video hosting (outside YouTube for confidential content), audio clips, and AI-generated infographics. Content formatting includes tables, font color, size, bold, and links, all standard rich text options. The reading experience is designed like a web article, not a PDF viewer.