Workflows for About + Policies

Specific patterns for keeping About sections and policies up to date and acknowledged.

About sections and policies have a dedicated set of triggers and actions for the "publish → require acknowledgement → chase unread → review stale revisions" loop.

Useful triggers

  • about.section_created / about.section_updated — fire when content changes.

  • about.section_read / about.section_read_completed — fire when staff acknowledge.

  • about.section_unread_for_days — fire on individual users who haven't read after N days.

  • about.revision_stale_for_days — fire when the latest revision is older than N days.

  • All five mirrored for policy.*.

Useful actions

  • about.mark_required_reading / policy.require_acknowledgement — flag a section as required reading. Currently the ONLY way to set the ensure_read flag in the database — there is no UI control for it.

  • about.remind_unread / policy.remind_unread — send reminder to staff who haven't marked it read.

  • about.publish_section / policy.publish_section — publish a new section.

Common pattern: stale-review chase

  1. Trigger: policy.revision_stale_for_days threshold 365.

  2. Action: notify.email to the realm admin — "Policy [X] is due for annual review."

Common pattern: unread-reminder loop

  1. Trigger: policy.section_unread_for_days threshold 7 with require_ensure_read = true.

  2. Action: policy.remind_unread (or notify.email if you want a richer email).

Heads up — The about.section_unread_for_days and policy.section_unread_for_days triggers respect the require_ensure_read flag by default. Until a section is flagged as required reading (via about.mark_required_reading or policy.require_acknowledgement), those triggers fire for nothing.

Last updated 21 May 2026 · by Carerealm · Suggest a feature or change to this article
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