How to set a resource to Required reading

Resources that must be read by everyone in your organisation, for example, Fire safety procedure, can be set to Required reading.

When you set a resource to Required reading:

• The learner’s Atlas Dashboard will show a reminder for any unconfirmed Required reading resources.
• The resource will be highlighted in the learner’s Documents & policies page.
• After a learner has viewed the resource they will be asked to confirm they have read and understood the information.
• Confirmation time and date is recorded and you can download this information for reporting purposes.
• If you use automated messaging emails, you can include a reminder for Required reading resources.

To set a resource to Required reading:

1. Click the Settings tab on the menu bar at the top of the page.
2. Scroll down to find the ADD-ONS card and click Documents & policies.
3. Scroll down to find the resource you want to change.
4. Click the menu icon on the right of the resource’s details to show the menu.
5. Select Edit.
6. Select Required reading by Everyone.
7. Click Save changes.

To learn more about reporting, see How to report on documents & policies activity.

To learn more about messaging, see How to start/stop sending Automated reminder emails.