How to add & configure a Mandatory to Read component

1. Overview

The Mandatory Read feature consists of two key parts:

1. Display setup

You add the Involv Mandatory Read web part to a page—typically your homepage, dashboard, or a dedicated compliance area—so users can easily find items that require their acknowledgement.

2. Item management

Once the web part is active, mandatory items are managed in the Admin Panel under Mandatory Read > Manage. Go to the article.
Here you can:

• Add new mandatory items

• Set titles, descriptions and links

• Apply scheduling

• Link Mandatory Reads to specific News items so they automatically appear in the user's list when published

This article focuses on how to add and configure the Mandatory Read web part.
A full SOP for managing Mandatory Read items will be included at the bottom of this article.

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2. What you'll learn

• How to enter a page’s edit mode

• How to add the Involv Mandatory Read web part

• How to change the title and template

• How to access Mandatory Read settings

• How to publish your updates

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3. Watch interactive tutorial

Watch the interactive demo below to follow each step.

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4. Step-by-step instructions

Step 1 — Enter edit mode

Click Edit at the top of the page to enable editing.
(For older versions, open the Admin Panel first.)

Step 2 — Add the web part

Click the + icon to insert a new component.

Choose Involv Mandatory to read from the list of available components.

Step 3 — Configure the web part

Click the component to open its settings panel.

From here you can:

• Change the title

• Choose a template to alter its layout or appearance

Step 4 — Open the Mandatory Read settings

Click Mandatory Read to navigate directly to the management interface where items can be added and scheduled.

Step 5 — Publish the page

Once your configuration is complete, click Publish to make the web part visible to users.

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5. Additional guidance

For managing mandatory items (adding, editing, scheduling):
Open Admin Panel → Mandatory Read → Manage.

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Involv version 5.2

 

Older version video