In some cases, you might want to specifically request that someone update their familiarity. Use cases include
When you request an update to 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 updated.
You might wonder why requesting updates to familiarity isn't triggered automatically by the system.
The reasons for requiring individuals to trigger this manually are:
You can request familiarity from individuals in the following contexts.
If you would like to request familiarity from the people who hold roles which are expected to be familiar with the information, but have not yet indicated familiarity, trigger the Familiarity panel and click the orange bell button in relation to the header "Missing familiarity from".
If you have made significant updates or changes to a particular expectation, it's useful to allow the people who have already indicated their familiarity to familiarize themselves with the updates.
Whenever you edit a piece of information with which people have already indicated their familiarity, you will be prompted whether or not you would like to request a familiarity update from those people.
You can also trigger a familiarity update request manually by opening the Familiarity panel, clicking the "Request an update to familiarity" button and filling out the form that appears.
When you request an update to familiarity, an email is sent to everyone who has already indicated their familiarity requesting them to update it.
If you want to request a familiarity update from a single person, click the allipsis in association with that person and select "Request updated familiarity".
If you would like a person to update familiarity to all the role expections with which they are not 100% aware, navigate to the focus dashboard of that person and click the orange bell button in relation to the "Training and development" heading.
The button only appears if there are role expectations with which the awareness is below 100%.
If you would like a person to update familiarity with their expectations in focus, navigate to the focus dashboard of that person and click the orange bell button in relation to the "Expectations in focus" heading.
The button only appears if there are at least 6 days since familiarity was last updated for any of the expectations.
If you would like a person to update familiarity with the expections of a specific role expectation with which they are not 100% aware, navigate to the role holder view and click the orange button with the text "Request missing familiarity".
The button only appears if there are expectations with which the role holder awareness is below 100%.