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Manage your Helm profile, email address and password.

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Policy assurance

Acknowledgement register

Find people who need attention, monitor each send and prepare version-specific evidence.

PoliciesSend a policy
People requiring actionOperational registerDelivery, reading, declaration and signature
Assigned0
Awaiting0
Overdue0
Completed0
Start with People to follow up on overdue or unopened records. Use Sends for release-level progress and Evidence only when an auditable package is required.
Owner and admin only. Approval rules govern publishing; active legal holds always suspend deletion for matching evidence.
Approval rule

No people need attention

Recipient records will appear after a published policy is sent to an eligible audience.

Open policies

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Check the connection and try loading the assurance record again.

Policy

Policy title

Version -
PersonRecipient nameRole
Due and activity-Due -
StatusAwaitingNot opened
Send

Policy title

Version - · Audience
Delivery0 sent0 failed
Completion0 of 00 overdue
Sent--
Evidence pack

Evidence package

Scope
Requested--
StatusPreparing-
Legal holdNo
Record type

Policy evidence

Operational policy
Retention0 days
Active holds0
Last updated-
Showing 0 acknowledgements
Person record

Acknowledgement evidence

A read-only record tied to the exact published policy version.

Person-
Version-
Acknowledged-
Reading duration-
Declaration accepted
-
Signature evidence
-
Quiz result
-
Device and browser
-
IP and user agent evidence
-
Compliance evidence

Prepare evidence pack

Choose the narrowest immutable package that answers the audit request.

The pack is prepared in the background and remains listed in Evidence when ready.
Owner and admin

Retention rules

Set the approved retention period for one evidence record category.

Active legal holds always suspend deletion, regardless of this rule.
Protected evidence

Create legal hold

Freeze deletion for the selected policy record until an authorised user releases the hold.

This is a material governance action and will be recorded in the audit trail.
Ready.