Xoralia product features

Xoralia product features

Xoralia policy management software provides all the key product features to ensure effective and efficient policy document management, helping organisations to achieve company-wide compliance.

Central policy hub

Xoralia software provides a central hub for both document owners and employees to access and manage policy documentation all in one place.

Central policy hub
Target individuals & groups

Connect employees to the right policies based on their division, location, team or role.

Target individuals & groups
Reporting & tracking

Provides a record of who has read and hasn't read which policies and when with analytics, dashboards and audit trails.

Reporting & tracking
Mandatory reads

Set mandatory read requests to notify users that they must read and acknowledge policy documents by a specified deadline, or they will receive automatic reminders until the task has been completed.

Mandatory reads
Easy attestation

Users can electronically read and sign policy documents. Providing evidence and a digital record that they have read and understood policies that are mandatory to their role.

Easy attestation
Notifications & reminders

Automatically sends policy task email notifications and reminders to individuals or groups so they never miss anything,

Notifications & reminders
Filtered search

Advanced search functionality with flexible findability options and filters, including: groups, departments, locations, tags, keywords and metadata.

Filtered search
Quiz builder

Document owners can create custom questions, use question pools and set a pass mark to ensure that policy users have read and thoroughly understood the content of a document.

Quiz builder
Review & expiry

Xoralia helps document owners stay on top of policy review tasks by displaying ‘Due for review’ flags and sending notifications when policies are reaching their expiry date.

Review & expiry
Teams app & notifications

Xoralia users can now access and attest to policies within Microsoft Teams. Keeping everything in one space and enhancing your organisations digital workplace.

Teams app & notifications
Dashboard

The user dashboard provides a quick snap-shot overview of policy document status and progress report.

Dashboard
Workflows

Create new policies and update existing ones in a controlled way with workflow automation and audit trail.

Workflows
Enhanced read history records

This condensed view gives document owners visibility and a record of when the end-user has read and attested to documents throughout their version history lifecycle.

Enhanced read history records
Version control

Ensure everyone is working on the latest version of each policy document. Keep track of changes and version history, and prevent accidental loss of work with version roll-back.

Version control
Line managers dashboard

Using the Active Directory, Entra ID, Manager field enables a real life representation of your team and their overdue tasks. This helps to keep track of your team’s compliance.

Line managers dashboard

Additional addons

Included
with Xoralia
SharePoint web parts

Make Xoralia policies available inside your SharePoint intranet.

SharePoint web parts
Included
with Xoralia
Teams & Viva integration

Xoralia comes with a Teams app and cards for the Viva Connections dashboard.

Teams & Viva integration
Included
with Xoralia
Rich API

Extend other applications in your workplace with Xoralia’s rich API.

Reporting & tracking

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