Overview
Orbit transforms static documents into active workflows. The Policy Management system allows you to target specific user groups, enforce mandatory acknowledgments, and generate audit-ready compliance reports.Automated Distribution
Assign policies based on department, role, or location automatically.
Compliance Tracking
Real-time dashboards showing who has (and hasn’t) signed.
Version Control
Maintain historical records of every policy iteration.
Audit Readiness
One-click export for legal and regulatory reviews.
Quick Start Guide
Follow this workflow to launch your first policy campaign.1
Access the Dashboard
Navigate to Policies in the sidebar. You will land on the Overview tab, which displays your current compliance rate and overdue items.
2
Configure Global Settings
Before creating content, click Settings (gear icon) to define your organization’s defaults.
| Setting | Recommended Value | Description |
|---|---|---|
| Ack. Deadline | 14 Days | Standard time given to employees to sign. |
| Reminders | Day 7 & Day 3 | Automated nudges before the deadline. |
| Escalation | Manager Notify | CC the user’s manager if overdue > 2 days. |
3
Create Policy Content
Click the primary action button in the top right:Select your Source Type:
- Internal Editor: Use Orbit’s rich-text editor for handbooks and codes of conduct.
- External Link: Link to hosted PDFs or Google Docs (best for rigid legal docs).
4
Target Audience & Publish
Assign the policy to Groups (e.g., “All Engineering” or “New Hires”).
Tip: Always use “Draft” mode first. Send a test copy to yourself using the
Preview button before rolling out to the entire organization.Workflow Perspectives
- For Admins: Management
- For Employees: Acknowledgment
Managing Active Policies
Once a policy is live, use the Dashboard to manage lifecycle events.Tracking Compliance
Tracking Compliance
The dashboard provides a visual breakdown:
- Green: Acknowledged
- Yellow: Pending (Within deadline)
- Red: Overdue
Editing & Versioning
Editing & Versioning
To update a policy, click Edit.
- Minor Edit: Typos/formatting. Does not require re-acknowledgment.
- Major Version: Content changes. Triggers a new version (v1.0 → v2.0) and requires users to sign again.
Exporting Data
Exporting Data
Navigate to the Reports tab.
- Summary Report: PDF executive summary.
- Audit Log: CSV file containing IP addresses, timestamps, and User IDs for every signature.
Configuration Reference
Use this reference when setting up complex policy rules.Policy Types
| Type | Editable? | Versioning | Best Used For |
|---|---|---|---|
| Internal | ✅ Yes | Auto-increment | Handbooks, HR Guidelines, SOPs |
| External | ❌ No | Manual entry | Legal PDFs, Gov Regulations, Vendor Terms |
Reminder Intervals
Standard
14 Days
Remind at 7 days.
General HR updates.
Critical
3 Days
Daily reminders.
Security breaches.
Onboarding
30 Days
Linked to start date.
New hire packets.
Need help? If you need to recover a policy deleted by accident, contact Support within 30 days. After 30 days, archived data is permanently purged.