Settings
Policy & AuthorityPolicy Attestation settings control notification behavior, campaign defaults, compliance thresholds, email templates, and escalation rules. These settings establish the baseline configuration for all campaigns unless overridden at the individual campaign level.
Settings apply to Campaigns (campaign behavior) and influence Reports & Analytics (compliance thresholds).
Accessing settings
Navigate to Policy Attestation > Settings to view and manage attestation configuration. Settings are organized into five sections.
Notification Settings
Control how and when users receive notifications about attestation campaigns.
| Field | Description |
|---|---|
Send welcome email (sendWelcome) | Send a notification to assigned users when a campaign is published |
Reminder interval (reminderInterval) | How often to send reminders to users who have not acknowledged. Default: 3 days |
Days before due notification (daysBeforeDue) | When to send the “due soon” reminder before the campaign deadline. Default: 2 days |
Send completion notification (sendCompletion) | Notify users and admins when an acknowledgment is completed |
| Custom message | Optional message included in campaign notifications |
Campaign Settings
Define default behavior for new campaigns.
| Field | Description |
|---|---|
Require view before acknowledgment (requireViewBeforeAcknowledgment) | Users must open and view the policy document before the acknowledge button becomes active |
Allow late acknowledgments (allowLateAcknowledgments) | Whether users can still acknowledge after the campaign due date has passed |
Auto-end campaigns (autoEndCampaigns) | Automatically archive campaigns after their end date passes |
Compliance Settings
Define what constitutes compliance for reporting purposes.
| Field | Description |
|---|---|
| Compliance thresholds | Define what completion percentage qualifies as compliant for reporting dashboards |
| Department-level targets | Set per-department compliance targets that override the global threshold |
Email Templates
Customize the content of emails sent during the attestation lifecycle.
| Template | When sent |
|---|---|
| Welcome | When a campaign is published and users are first notified |
| Reminder | At each reminder interval for users who have not acknowledged |
| Due soon | When the campaign deadline is approaching |
| Completion | When a user successfully completes their acknowledgment |
| Escalation | When an acknowledgment triggers an escalation rule |
All templates support dynamic variables for personalization: user name, policy name, due date, and campaign name.
Escalation Settings
Configure automatic escalation for overdue acknowledgments.
| Field | Description |
|---|---|
| Escalation triggers | Conditions that trigger escalation, such as a defined number of days overdue |
| Escalation recipients | Who receives escalation notifications (managers, admins, or custom recipients) |
| Escalation frequency | How often escalation reminders repeat until the acknowledgment is completed |
Permissions
Managing attestation settings requires attestation:manage.