How do I remove recurring acknowledgments?

Issue/Objective

Remove acknowledgements that have been set as recurring

Environment

PolicyStat

Procedure/Resolution

When a recurring acknowledgment is assigned, the assigned party will be required to re-acknowledge the policy each time a new version is created. This is a separate procedure from one-time acknowledgments.

Removing acknowledgments is limited to Area Managers and Site Administrators. If you do not have these permissions, but need to remove acknowledgments, please contact your Site Administrator.

For more information on:

• Recurring acknowledgments vs. single (one-time) acknowledgments, see this article. Single Acknowledgments vs. Recurring Acknowledgments
• User Groups, see this article.: User Groups Overview
• Incomplete acknowledgment notification emails, see this article: How am I notified about incomplete acknowledgments?
• For more on assigning acknowledgments, see this article: How do I Assign Acknowledgments?

A quick disclaimer that some terms may differ for your location, but the concepts are universal. An Area may be known as Policy Area, Department, Category, or another term on your PolicyStat site.

Procedure:

1. Open the policy with recurring acknowledgments assigned. 
2. Towards the bottom of the policy, locate and open the "Recurring Acknowledgments" section by clicking the title.
3. Click the X at the end of the user or User Group's bubble to unassign the recurring acknowledgment.
   

NOTE:  If there are many assigned recurrences use the browser search (Control +F) to locate a specific user or user group by name. Be sure to have the Recurring Acknowledgment section expanded open before searching.

Removing multiple recurring acknowledgements at once: 

By User: 

1. Navigate to Manage → Admin Console → Users with Recurring Acknowledgements.
   
   
2. Locate the user in the list and click the number on the right-hand side.
3. Select individual policies or use the checkbox at the top to select all policies.
   
4. Click Remove Checked Recurring Acknowledgements to complete the action.

By Policy: 

1. Navigate to Manage → Admin Console → Policies with Recurring Acknowledgements.
   
   
2. Find the policy in the list and click the number on the right-hand side.
   
   
   
3. Select individual users or use the checkbox at the top to select all assigned users.
   
4. Click Remove Checked Recurring Acknowledgements to finalize the removal.