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Tips & Tricks: Policy Acceptance via rules when asset is checked out

  • June 3, 2024
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Tips & Tricks: Policy Acceptance via rules when asset is checked out
Kathryn Carter
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Many districts want to send a policy to staff members when an asset is checked out to them at the beginning of the school year. This is simple with Incident IQ’s Policy Manager app and rules engine. 

 

Please note that Policy Manager is a premium app. Complete this form to gather more information.

 

Within the rules engine, start creating the rule under Asset Select; the trigger is “When checked out.”

 To create an asset rule, your district must have iiQ Asset’s Module

 

Then add your filters and the action of “Send policy acceptance alert” and select the policy that you created.

In the example above, when a new device is assigned or checked out to a user in the role of “faculty, staff” the policy “Acceptable Use Policy” will be sent to the user. 

 

Here is the Knowledge base guide for Policy Manager:

https://community.incidentiq.com/utilities-76/policy-manager-296 

 

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