How do I Remove Single, One-Time Acknowledgments?

Objective

Remove single or one-time acknowledgments.

Environment

PolicyStat

Procedure

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.

Unassign Acknowledgments by Policy

1. Open the Manage menu in the top navigation and select Acknowledgments
   • In the Legacy layout, click  View Acknowledgments under the Acknowledgments header on the right side of the PolicyStat homepage
2. Filter the report, if desired, then click the Show Incomplete Acknowledgments button.
3. Select the link for the chosen policy under the Users column.
   
4. To unassign one user at a time, click the Unassign button (1).
5. To unassign multiple users, click each checkbox next to their name (3) or select all users at once (3) and click Unassign Checked Acknowledgments (4).
    

Unassign Acknowledgments by User

1. Open the Manage menu in the top navigation and select Acknowledgments
   • In the Legacy layout, click  View Acknowledgments under the Acknowledgments header on the right side of the PolicyStat homepage
2. Click Search by User in the top right of the page.
3. Locate the user or user group using the Group Filter (1) search and/or User search (2) options.
   
4. From the selected user profile, click the link under the Policies Not Acknowledged column.
   
5. Click the Unassign button for any policies that no longer require acknowledgment.

Additional Information

• To understand Recurring Acknowledgments vs. Single (one-time) Acknowledgments, see this article: Single Acknowledgments vs. Recurring Acknowledgments

• For removing recurring acknowledgments, see this article: How do I remove recurring acknowledgments?

• User Groups, see this article: How do I create User Groups?

• 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.

Removing incomplete acknowledgments for deactivated staff members: 

Please note that incomplete acknowledgments are removed when a user is deactivated in PolicyStat. In order to view acknowledgments for deactivated users, you would need to reactivate the account.  After reactivating, only completed acknowledgments will remain on their record.