2.1 Area Manager Actions: Assign Acknowledgments

Content

Additional Information

• Single Acknowledgments vs. Recurring Acknowledgments
• How do I remove recurring acknowledgments?

Recurring Acknowledgments

Recurring acknowledgments will not assign if no changes were made to the content of a new Active version. Only one acknowledgment can be assigned and completed per user for an Active document.

Recommendation:  To trigger the acknowledgment when only the attachment or other properties get changed, add a section at the bottom of the content such as, "Last Revised: mm/dd/year" and then update it each time there is a change.

Users that are Deactivated

• All past completed acknowledgments are retained for a deactivated user with their account.
• To see a deactivated user's completed acknowledgment history, restore the user to active status and then run the needed report.  You can then deactivate the user account.
• When restoring a deactivated user all completed acknowledgments will appear in reports but previously assigned incomplete acknowledgments will not appear since they were removed automatically when they were deactivated.
• Deactivating a user will unassign any incomplete acknowledgments.

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2.2 Area Manager Actions: Acknowledgments Report >>