Accountability Policies

As noted on the Accountability page under the Essential Concepts chapter:

The DrawBridge supports an Accountability model to facilitate voluntary, centrally-administered, information sharing and content filter configuration of Member Companies by specified administrators in a community context.

An Accountability Policy consists of the Accountability Policy name and contains Member Companies.

Also, an Accountability Policy contains Preferences (specific controls over member companies) and configures Report Presets (default report settings and recipients) for member companies.

Record view

Link: Assigned Companies -- list view of Companies associated with this Accountability Policy

Accountability Policy Record header buttons:

• Add a new Accountability Policy record with the blue + Create Accountability Policy button
• Edit this Accountability Policy record with the green pencil Update Accountability Policy button
• Delete this Accountability Policy record with the red trashcan Delete Accountabilty Policy button
• View the changelog for this Accountability Policy with the blue Record Activity Stream button
• Bookmark this page with the ribbon Bookmark button
• Sync Menu
  • Create on Sync Publisher (push this record to the Sync Server)

Informational Tabs

• Contacts: List view of Contacts associated to this Policy
  • Add an Accountability Contact association with the Add Accountability Policy Relationship button
  • Edit the Relationship and Report Delivery options for that Contact with the green pencil Update button on the specific contact line in the list view
  • Remove an Accountability Contact with the red trashcan Delete button on the specific contact line in the list view
  • View the changelog for a particular Contact--Accountability Policy association with the View Record Activity Stream button on the specific contact line in the list view
• Report Presets: List view of Reports associated with this Policy (these Reports automatically apply to all Member Companies).
  • Add a Report Preset with the New Report Preset button.
  • Remove a Report Preset association by visiting the record page for that Report Preset and editing the Policy association there.
• Policy Groups: List view of Access Policy Groups associated with this Policy (these Access Policies are made available for all Member Companies to join).
  • Add an Access Policy relationship with the New Access Policy Group button.
  • Remove an Access Policy relationship by visiting the record page for the Access Policy and editing the Policy association there.

Dashboard Buttons

Preferences Dashboard

Preferences configured on an Accountability Policy level override any Preferences specified on Member Companies. See Essential Concepts: Preferences for more information.

Accountability Contacts

List view of Person - Accountability Contact relationships.

Record View

An Accountability Contact Record has the following information:

Accountability Contact Record header buttons:

• Add a new Accountability Contact record with the blue + button
• Edit this Accountability Contact record with the green pencil Update Record button
• Delete this Accountability Contact record with the red trashcan Delete Record button
• Hamburger menu:
  • Update Personal Details (edit the details on the associated Person record)
  • Set Console Password
  • Add Group Membership
• Impersonate User (take on the identity and permissions of this user in the DrawBridge; used for troubleshooting)
• Bookmark this page with the ribbon Bookmark button
• Sync Menu (chain-link icon)
  • Sync Mode (default is 2 Way - Push / Pull from Server); click record sync information
  • Push to Sync Publisher: initiate a record update push from this DrawBridge to the Sync Server
  • Pull from Sync Publisher: initiate a record update pull to this DrawBridge from the Sync Server
  • Mark to Resync: flag this record in the background to be included in the next sync run

Informational tabs

• Companies: List view of the associated Companies
  • Add a Company relationship with the Add Company Staff Relationship button
  • Edit a Company relationship with the green pencil Update button on the specific company line in the list view
  • Remove a Company relationship with the red trashcan Delete button on the specific company line in the list view
  • View the changelog for a particular Company association with the View Record Activity Stream button on the specific company line in the list view
• Policies: List view of associated Accountability Policies
  • Add an Accountability Policy relationship with the Add Accountability Policy Relationship button
  • Edit an Accountability Policy relationship with the green pencil Update button on the specific Accountability Policy line in the list view
  • Remove an Accountability Policy relationship with the red trashcan Delete button on the specific Accountability Policy line in the list view
  • View the changelog for a particular Accountability Policy association with the View Record Activity Stream button on the specific accountability policy line in the list view
• Permissions: List view of Permission Group membership
  • Add Permission Group membership with the Add Permission button
  • Add to a Proxy User Group with the Add to Proxy Users Group button
  • Remove a Permission Group membership with the red trashcan Delete Record button on the specific Permission Group line
  • View the changelog for a particular Permission Group Membership with the View Record Activity Stream button