Save Time and Avoid Confusion by Effectively Using PolicyHub Recipient Lists
Overview of Recipient Lists - 0:01 |
Recipient lists are used with functions in PolicyHub including Publications, Request Feedback, and Workflow Design. Once created, Recipient Lists can be reused multiple times with different functions in PolicyHub. |
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Click on Recipient Lists on the navigation sidebar to access the Recipient Lists. |
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This screen includes three tabs at the top: Groups, Recipient Lists, Unassigned users. |
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The Groups Tab contains groups that are established by HR and loaded into PolicyHub. |
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The Recipient Lists Tab contains a list of all Recipient Lists created in PolicyHub, active and inactive. |
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| The Unassigned Users Tab includes users that have not been assigned to a Group or Recipient List |  |
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| Best Practice: Create Recipient Lists using Groups first, then when the Groups are updated by HR, the Groups in PolicyHub will be automatically updated. |  |
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Create a New Recipient List - 1:34 |
Click on the Create New List button of the page. |  |
| Complete the required information, select the Groups and Users to be included in the List and save the list. |  |
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Edit a Recipient List - 3:10 |
You can add and remove Groups and Users from the Recipient List by right clicking on the list and selecting Edit. |  |
Activate and Deactivate Recipient Lists - 3:31 |
Lists are Activated upon saving. If you need to Deactivate a list, right click on the list and select Deactivate. |  |
| To Reactivate a list, right click on the list and select Reactivate. |  |
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Delete a Recipient List - 3:56 |
IF a Recipient List has not be used with a function in PolicyHub, it can be deleted. Right click on the list and select Delete. You will be prompted to confirm deletion. |
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| If the list has been used, you will not be permitted to delete it. In this case, a Best Practice is to deactivate the list and add a notation to the description that it has been deactivated. |  |