As a leader or experienced worker, you know that there is a lot of different information which others in your organization would benefit from being familiar with. By making it more clear who is expected to be familiar with what, we can more easily ensure that the right people are exposed to the right information.
Most often the expectation of being familiar with something occurs in association with a role, meaning that we expect a person holding the role to be familiar with certain aspects of the role.
For instance, we might expect someone who is a project manager to be familiar with the responsibilities they are expected to practice, the processes they are expected to contribute to, the risks they are expected to mitigate, etc.
In other cases, we might have particular expectations of certain individuals to be familiar with a particular piece of information.
The platform supports both these use cases, by providing two ways of setting familiarity expectations both for roles and individuals.
Setting familiarity expectations for a role consists of dictating which roles are expected to be familiar with a given piece of information.
This is the preferred method of indicating familiarity expectations, as it will ensure that both existing and future role holders will be exposed to the expectation.
In order to request familiarity via a role, add the roles you would like to be familiar with the information under the "Relevant for" section in the right column of the piece of content.
Requesting familiarity via roles does not produce any specific email notifications to role holders, but rather assumes that users are utilizing the Maintaining familiarity with expectations functionality in order to remain up-to-date with role expectations.
In some cases, you might want to specifically request familiarity from individuals. Use cases include information which does not require familiarity from a given role, but you still want a particular person to be familiar with it.
When you request familiarity, an email is sent to that person. The email contains a link that will take them to the relevant context where familiarity can be set.
To request individual familiarity, open the Familiarity panel, click the "Request familiarity from someone else" button and fill out the form that appears.
When the invitee changes the state of their familiarity, a new email is sent to the person who requested the familiarity notifying them of their familiarity level.
