How CT365 Works

Deliver the right content to the right people, choose how they engage with it, and know when it’s done.
WHO → WHAT → HOW → WHEN → PROVEN

WHO — Target the people it applies to

Define the audience in business-relevant terms, then connect it to supported profiles, groups and people attributes. CT365 determines who needs to act — not simply who can see the content.

Profiles · Groups · Roles · Teams · Locations

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WHAT — Deliver the information that matters

Start with the SharePoint pages and documents people need to know, understand or act on. Bring policies, procedures, guidance, onboarding, compliance requirements and change communications into a clear, relevant experience.

Policies · Procedures · Guidance · Onboarding · Compliance · Change

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HOW — Choose how people engage

Not every requirement needs the same response. Select the tracker that matches the outcome and evidence you need.

  • Read — acknowledge important information.
  • Quiz — demonstrate understanding.
  • Feedback — rate content and provide comments or corrections.
  • Automatic — capture supported activity without an extra user step.
  • Hidden — support content and navigation where no tracked interaction is required.

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WHEN — Make it relevant when it matters

Control when a requirement becomes active and when people need to engage again.

  • Schedule content for the appropriate time.
  • Repeat important requirements using refresher intervals.
  • Update the requirement when significant content changes.
  • Expire content from active views while retaining its completion history.

See how CT365 manages timing →

PROVEN — Know what happened

Complete the story with evidence. Review who was assigned, who completed the requirement, who remains outstanding, which version they received and what interaction was recorded. Filter standard reports and export the results for further analysis.

From publishing to proof.

Explore CT365 reporting → · Book a demonstration →

Right content. Right people. Right time. Proven.

Have questions? Contact us