Policy Management

To help ensure compliance with your corporate polices and procedures, Skillsoft provides you with setting to help manage your policies with regards to using Percipio and CAISY. You can manage whether:

  • To show the standard Skillsoft license agreement and privacy notice from the login page and footer.
  • Users have to accept your corporate policy before they access Percipio.
  • Users have to accept your AI corporate policy before they access AI components such as CAISY AI simulations and AI Assistant.

To get started, from the left navigation bar, select Site Settings > Policy Management.

Hide Skillsoft license agreement

From Policy Management, select License Agreement. By default, users can view the standard Skillsoft license agreement from the footer of all pages including the login page. If you do not want users to see the license agreement, turn this setting Off.

Hide Skillsoft privacy notice

From Policy Management, select Policy Notice. By default, users can view the standard Skillsoft privacy policy (privacy notice) from the footer of all pages including the login page. If you do not want users to see this policy, turn this setting Off.

Cookie preferences

Individuals may use browser settings to refuse or disable cookies. If an individual has disabled or refused all cookies, some parts of Percipio may become inaccessible or not function properly.

See Cookies for more information on how Percipio uses cookies.

Add your custom policies

From Policy Management, select Custom policies. You can create two custom policies, one that is a corporate use policy for your users to accept when they first log into Percipio, and another for when users launch CAISY AI simulations.

Custom corporate policy

The corporate use policy only appears for each user once unless you update the policy.

If you create a policy for a language other than English, your users' browser language determines which policy displays. If a user's browser language is not one of Percipio's supported languages, the English policy displays, so you must have an English version prior to creating it in any additional languages.

  1. From the left navigation on the Policy Management page, select Custom Policy.
  2. Select On to have the policy viewable to users from the footer and sign-in pages. If set to Off, your policy will not display to your users.
  3. Enter a Policy Title.
  4. Enter the Policy Content and format your text using the toolbar options (keyboard accessible instructions).
  5. If users need to accept the policy when they sign in, select the check box next to Require users to accept this policy before accessing Percipio. If you leave this blank, your policy appears only in the footer and the sign-in page. This setting applies to all languages.
  6. Click Save custom policy.
  1. From the left navigation on the Policy Management page, select Custom Policy.
  2. Select the Language from the drop down list.
  3. Enter a Policy Title and the Policy Content.
  4. Repeat steps 2 and 3 for each additional language.
  5. Click Save custom policy.
Note: When you edit a custom policy and user acceptance is set to ON, users must accept the policy again prior to signing in.
  1. From the left navigation on the Policy Management page, select Custom Policy.
  2. If applicable, select the language drop-down and select the language of the policy you wish to edit.
  3. Modify the Policy Title or Policy Content.
  4. Click Save custom policy.

Custom AI policy

This section allows you to add a custom AI policy that’s shared across your Percipio experience. When turned on, your custom AI policy will display as a modal on applicable pages and in the footer of the site.

If you create an AI policy for a language other than English, your users' browser language determines which policy displays. If a user's browser language is not one of Percipio's supported languages, the English policy displays, so you must have an English version prior to creating it in any additional languages.

AI policy modal showing standard and custom policy with links to URLs and PDF documents.

  1. From the left navigation on the Policy Management page, select Custom Policy.
  2. Scroll to the AI Policy section.
  3. Select On to have the policy viewable to users from the footer and settings pages of AI components. If set to Off, your policy will not display to your users.
  4. Enter a Policy Title.
  5. Enter the Policy Content and format your text using the toolbar options (keyboard accessible instructions).
  6. To provide additional information about your policies, optionally, add a Custom URL and URL title that shows under your Policy content in the policy modal.
  7. To provide additional information about your policies, optionally, upload a PDF file that shows under your Policy content in the policy modal.
  8. You can set this policy to display when users access both CAISY AI simulations and AI Assistant. For each, you can choose:
    • If users need to accept the policy only the first time they access CAISY or AI Assistant, select the check box next to: Users accept this policy only the first time they launch a simulation/session.
    • If users need to accept the policy every time they access CAISY or AI Assistant, select the check box next to: Users must accept this policy at the beginning of every simulation/session.
  9. Click Save custom policy.
  1. From the left navigation on the Policy Management page, select Custom Policy.
  2. Scroll to the AI Policy section.
  3. Select the Language from the drop down list.
  4. Enter a Policy Title and the Policy Content in that language.
  5. To provide additional information about your policies, optionally, add a Custom URL and URL title that shows under your Policy content in the policy modal in that language.
  6. To provide additional information about your policies, optionally, upload a PDF file that shows under your Policy content in the policy modal in that language.
  7. You can set this policy to display when users access both CAISY AI simulations and AI Assistant in that language. For each, you can choose:
    • If users need to accept the policy only the first time they access CAISY or AI Assistant, select the check box next to: Users accept this policy only the first time they launch a simulation/session.
    • If users need to accept the policy every time they access CAISY or AI Assistant, select the check box next to: Users must accept this policy at the beginning of every simulation/session.
  8. Repeat steps 2 through 7 for each additional language.
  9. Click Save custom policy.
  1. From the left navigation on the Policy Management page, select Custom Policy.
  2. Scroll to the AI Policy section.
  3. If applicable, select the language drop-down and select the language of the policy you wish to edit.
  4. Modify the any of the fields.
  5. Click Save custom policy.