Making Articles Mandatory for Reading

Feature availability

		Plan
	Free	Express	Professional
Mandatory Read	❌	❌	✅

Mandatory reading simplifies the process of ensuring that users read and acknowledge essential information. This feature is ideal for sharing policy documentation, and company guides, guaranteeing that every user reads and confirms their understanding of critical information.

In Zoho Learn, administrators or contributors need to enable mandatory reading for a manual first. Once this is done, they can then enable mandatory reading for individual articles within that manual.

Additionally, you can customize the acknowledgment form that users submit after reading an article. Customization options include adjusting the form’s appearance, editing the message displayed on the form, and customizing the text and design of the acknowledgment button.

Enabling Mandatory Read for a manual

To enable Mandatory Read for a manual:

Navigate to the manual and click the More Options icon () in the top-right corner.
Select Mandatory Read, then click General Settings.

Select the Mandatory Read button to enable it.

To customize the acknowledgment message, enter your new message in the Acknowledgment message text box.

To update the button text, enter the new text in the Button text box.

6. Choose a theme for the form from the available options in Select theme.

Preview the acknowledgment form in the Preview section.

Click Save.

After configuring the manual-level settings, you can also set up mandatory reading for individual articles within the manual.

You can only make articles that have been published mandatory reading.

Enabling Mandatory Read for an individual article

Enabling Mandatory Read for an individual article means setting up the article so that users know that they must read it and acknowledge their understanding of it before they access other content or proceed further.

You can enable Mandatory Read for individual articles after enabling them in the manual level.

To enable Mandatory Read for an individual article:

Navigate to a published article.
Click the More Options () icon to the right of the article.
Click Enable Mandatory Read.

4. Click Enable.

Enabling Mandatory Read for multiple articles in a manual

You can enable Mandatory Read for multiple articles within a manual at the same time.

To enable Mandatory Read for multiple articles in a manual:

Navigate to the manual and click the More Options () icon in the top-right corner and select Settings.

Go to the Mandatory Read tab and click Manage.

Choose the articles you want to mark as mandatory and click Save Changes.

Once an article is marked as mandatory, users within the manual will be notified to read and acknowledge it.

Viewing reader statics for mandatory reads

Admins and contributors can access statistics on which users have completed the reading and acknowledgment process.

It involves checking reports on which users have read and acknowledged mandatory articles.

To view reader statistics for mandatory articles :

You can choose one of the following methods to view your reader statistics. These options help you track engagement and ensure that users are up to date on mandatory content.

Method 1:

Directly from the article

Navigate to the article.
Click the Mandatory Read button.
Choose the hub.
Reader statistics will appear to the right of the article.

From here, you can see detailed statistics on user engagement and send reminders to those who haven’t read the article.

To send reminders:

Go to the Unread tab.
Click Remind All.

3. Click Notify.

Method 2:

From the manual overview:

Navigate to the manual and click the More Options () icon in the top-right corner.
Select Mandatory Read, then click Manage Articles.

Find the article in the list and click Reports.

Here, you can access reader statistics and send reminders to users who haven't yet read the article.