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Awareness Module

The Awareness module is the core of PolicyClue. It provides in-context education and reinforcement to help users browse safely and compliantly. Awareness features are free for tenants with up to 20 users. Beyond that, an Awareness subscription is required.

Features

Trainings

Trainings are reusable awareness content packages that contain decks and quizzes. A training can be linked to one or more policies, allowing the same content to be shared across different website groups.

  • Create and manage trainings from the Awareness > Trainings page
  • Link trainings to policies on the Trainings tab of the policy detail page
  • A single training can be reused across multiple policies
  • Import from templates for quick setup
  • AI Generate (when enabled on this instance) - describe a topic, audience, and size; a complete training with decks and quiz questions is generated for you to review and edit

AI Generate Training

If the instance administrator has configured an LLM backend, the AI Generate button next to Import Template opens a short brief:

  • Topic - what the training should cover (e.g. "phishing awareness for finance staff")
  • Target audience - who the content is for
  • Language - output language code (e.g. en, de, fr)
  • Number of decks - how many awareness popups to produce (1–10)
  • Number of questions - how many quiz questions to produce (0–20)

Generation takes roughly 30–60 seconds. The generated training is created as a normal training row - review and edit it in the standard editor, then link it to a policy to roll it out. Generated content is not linked to any policy by default, so nothing reaches end users until you attach it to one.

LLM backend support is global to the portal instance: LiteLLM proxy, OpenAI, Azure OpenAI (via LiteLLM), or a self-hosted Ollama container. See Deployment for configuration.

Decks

Awareness card sets shown as in-browser popups when users visit matching websites. Decks are managed within a training and contain concise guidance, tips, and links that educate users at the point of action.

  • Create and manage decks from the training detail page
  • Support for rich content: text, images, and external links
  • Arrange decks so the most important guidance appears first

Start with one or two short cards, then iterate based on user feedback. Keep language clear and actionable so users understand why a policy exists and what to do.

Quizzes

Reinforcement questions presented at defined intervals to measure and improve user awareness. Keep questions short and friendly.

  • Multiple question types: multiple-choice, free text, numeric, exact match
  • Configurable correct answer requirements per training
  • Results tracked per user for compliance reporting

Awareness Dashboard

The dashboard (Awareness > Dashboard) provides an overview of training activity:

  • KPI cards - Total Trainings Completed, Unique Users, Quiz-Based Trainings, Top Policy
  • Trainings over time - stacked bar chart by policy
  • Top Users / Top Policies - side-by-side charts
  • Activity table - recent training completion events

Training Settings

Each training has its own settings that control how content is presented:

  • Enabled - draft vs. active; both the training and the policy must be enabled for content to appear
  • Repeat interval (days) - how often the training reappears (0 = one-time only)
  • Correct answers required - if 0, show popup only; if > 0, require that many correct answers
  • Random decks - if 0, show all decks in order; if > 0, randomly show only that many
  • Delay (hours) - how long a user may defer the training before it reappears

Policies

Policies are a global feature - always available to all tenants regardless of subscriptions. They define the matching rules that determine when awareness content, DLP scanning, or security checks are applied.

See Policies for configuration details.