Required reading on policies

How Carerealm tracks who has read each policy, and how to chase outstanding reads via workflows.

Every policy automatically asks the reader to acknowledge they've read it. The "Mark as read" banner appears the first time a user opens a policy (or any new revision); once acknowledged, the read receipt is recorded with their name and timestamp.

How "must read" surfaces

  • Banner on the policy — "You need to read this policy!" with a "Mark as read" button.

  • Read-by list — moderators see who's read the latest revision.

  • Audit trail — read events are logged.

Chasing unread policies

Use the workflow trigger policy.section_unread_for_days to fire a follow-up when staff haven't marked a policy read within N days. Common follow-ups: send an email, queue a form, escalate to a manager. See Workflows.

Note — Read receipts implicitly reset on revision — when an admin edits a policy, the new revision starts with zero "read by" entries and prompts everyone to re-read.

Heads up — There isn't a "Required reading" tick-box in the policy editor today — the underlying ensure_read flag exists in the database but is only settable via the workflow action policy.require_acknowledgement. A UI toggle is on the roadmap.

Last updated 21 May 2026 · by Carerealm · Suggest a feature or change to this article
Still stuck or want something new?

Suggest a new help article — or a brand-new feature. Every note lands in our inbox and we reply.

Suggest a feature or article