The Tracker is displayed on any page or document where targeting terms match a user’s profile.

🎯 Actions Menu

Options vary depending on roles and permissions:

• General visitors → See only a Confirm button and a Continue button once content is read.
  
  
• Site members and owners with roles → Additional options are available, including access to the Info panel.
  
  

📑 Info Panel

• Accessible to everyone with a role defined in Management > Roles.

⚙️ Properties

• The Properties tab is used to update Compliance Tracker–specific values.
• Includes:
  • Mandatory and Optional targeting terms
  • Tracker Type
    
    

📊 Reports

• The Reports tab provides access to standard file reports.
• Allows managers to:
  • See who has and has not read the page
  • Review Feedback
  • Revoke reads if necessary
    
    

🛠️ Tracker Settings

• The Tracker tab customises the behaviour of the Tracker.
• Default values are referenced from Management > Tracker.
  
  

🌐 Localisation

• The Localisation tab personalises the messages displayed in the Tracker.
• Values apply only to the individual page.
• Default values are referenced from Management > Localisations.
  
  

📝 Content Approval Workflows

If content approval workflows are enabled in the library:

• Save the page as Draft.
• Publish using the standard options.
• This ensures the correct approval workflow is applied.