Compliance Tracker 365 targets content using tags.
The Tracker Type works in conjunction with the following properties to determine how targeted content is tracked:

• Mandatory terms
• Optional terms
• Refresher Days
• Version Number

All trackers record every page visit, including view durations, for analysis in reports.

🔒 Hidden Tracker

• Records visits to targeted content without displaying a visible message.
• Useful for tracking general reading of pages and documents.
• Behavior:
  • A Read is recorded the first time the page is visited.
  • Views are recorded for each subsequent visit.

⚡ Automatic Tracker

• Automatically records when a person has visited the page.
• A tracker footer is visible but does not require manual acknowledgement.
• Useful for drawing attention to content and informing readers that their visit is acknowledged.
• Continuously records how long a person has been viewing the page.

📖 Read Tracker

• Requires individuals to actively acknowledge they have read the content.
• Best suited for important Policies, Procedures, or Work Instructions.
• Behavior:
  • When the Read button is clicked, the actual read time on the page is recorded for analysis.

💬 Feedback Tracker

• Collects content ratings and feedback.
• Useful when facts in content change regularly, allowing readers to provide inline feedback to improve quality and reliability.
• Behavior:
  • Feedback must be reviewed before an individual can provide further feedback on the same page.
  • To allow continuous feedback, set Management > Info panel > Tracker settings to Show footer if read or no action required.
  • Reviews can be managed using the Feedback Pending Review report.

📝 Quiz Tracker

• Validates content understanding with a quiz.
• Useful for assessing comprehension of Policies, Procedures, Work Instructions, or other compliance-related content.
• Behavior:
  • Records completion details, including whether the person passed the quiz.
  • If a person fails, they can retake the quiz immediately.