Track policy acknowledgment compliance across your organization:

Accessing Compliance Reports:

  • Go to any Policy → Compliance Report tab
  • See all assignments for that policy
  • View acknowledgment status for each person

Report Information:

  • Total Assigned: Number of people assigned the policy
  • Acknowledged: Number who have acknowledged
  • Pending: Number still awaiting acknowledgment
  • Overdue: Number past due date without acknowledgment
  • Compliance Rate: Percentage of acknowledged assignments

Filters:

  • Filter by staff member
  • Filter by status (Active, Completed, Cancelled)
  • Filter by acknowledgment (All, Acknowledged, Pending)

Assignment Details:

  • See who was assigned the policy
  • View assignment date and due date
  • Check acknowledgment status and date
  • View signature if acknowledged
  • See which version was acknowledged

Team Assignments:

  • Team assignments are expanded to show individual members
  • See each team member's acknowledgment status
  • Track compliance at both team and individual level

Reminding Staff:

  • Click "Remind Staff" to send reminder emails
  • Reminders sent to all pending assignments
  • Useful for overdue or approaching due dates
  • Staff receive email with link to acknowledge

Exporting Reports:

  • Export compliance data for external analysis
  • Useful for audit purposes
  • Includes all assignment and acknowledgment details

Use Cases:

  • Track compliance with mandatory policies
  • Identify staff who need reminders
  • Generate reports for audits
  • Monitor policy acknowledgment rates