Creating & organizing your playbook content
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      Advanced Subject Settings

      Learn what you can fine tune and edit within an individual subject's settings.

      As you build your playbook content, you can pick out different features for each individual subject using advanced settings. You can edit those choices at any time, but it's a good idea to decide which options you want before publishing and assigning them.

       

       

      To update advanced settings:

      1. Navigate to the "Content" page from the left-hand menu.

         

      2. Open your existing subject by locating it from within the tab and under the title where it currently "lives" — Company, Policies, or Processes.

         

      3. Click the three dots on the top right-hand side of the page.

         

      4. Choose "Edit subject settings" from the drop-down menu.

         

      5. Select any feature in the "Advanced subject settings" drop-down area and click "Save" to apply them.

         

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      👉 View these articles below to learn more about each advanced setting feature:

      1. Default required completion on subject assignments.

      2. Force order of content completion.

      3. Set a due date.

      4. Set an expiration date.

      5. Award certificates upon completion.

      6. Lock content editing.

      7. Display owner names.

      8. Set Content Verification Reminders.

         

       

      Learn more about subjects: