How do I View Acknowledgments Reports? - Legacy Interface

Objective

To understand how to view acknowledgment reports by area, user, or policy

Environment

PolicyStat

Procedure

Click to view these steps in the new PolicyStat interface.

Ensuring users have both read and acknowledged a policy's content can be critical for both legal and procedural reasons.

PolicyStat makes this process simple through the ability to assign acknowledgments by a user or by a user group. In addition, acknowledgments can be set to recur each time a policy is updated to ensure users are aware of the latest revised version of the policy. 

Users with Area Manager or Site Administrator permissions can assign or unassign policy acknowledgments to individual users or user groups. Area Managers or Site Administrators can then view and track completions by a user or by a policy.

For more on User groups, see this article.

For more on incomplete acknowledgment notification emails, see this article.

For an example of an acknowledgment required notification email, click here.
 

View Incomplete Acknowledgments by Area

1. Click View Acknowledgments under the Acknowledgments header on the right side of the PolicyStat homepage.
2. Filter policies, if desired.
   • Policies can be filtered by Reference tag (A), Applicability Group* (B), and/or Area (C).
     
     * If your site is not part of a system/ Applicability group, this option will not be displayed.
3. Click Show Incomplete Acknowledgments (D).
4. The results will display the policy's name, the Area, status, and the total number of users who have acknowledged an assigned policy.
5. To view and make changes to the list of assigned users, click the user total in the final column.
   
6. All users who have not acknowledged a policy are listed on this page.

View Incomplete Acknowledgments by User

1. Click  View Acknowledgments under the Acknowledgments header on the right side of the PolicyStat homepage.
2. Click the Search by User link listed in the top blue bar on the page.
3. Users can be filtered by User Group (1) or searched for by name (2). When ready to search, click Search Users (3).
   
4. To view and make changes to the assigned acknowledgments, click the policy total in the final column.
5. The page displayed shows each assigned policy's name (5), the date the acknowledgment was assigned (6), and the date it was acknowledged (if applicable) (7). If a policy has not been acknowledged, it can be unassigned (8).
   
6.  Old policy versions will appear in the user's acknowledgment history, but retired policy versions will not appear, even if they were never acknowledged by the user. 

View Personal Completed Acknowledgments by User 

1. Click the "Policies Awaiting Acknowledgment" report header on the home page.
2. Click the "Your Acknowledgment History" button on the right side of the page.

View Recurring Acknowledgments by Policy 

Users who have ownership permission for a policy can also view incomplete acknowledgments assigned to a policy.

1. Open a policy for which ownership permissions are assigned and scroll to the bottom.
2. Locate the heading titled Recurring Acknowledgments and click the + symbol to expand.
3. The list of users and/or user groups who are assigned recurring acknowledgments for this policy are displayed. If the acknowledgment is a single, one-time acknowledgment, the names of users or user groups will not appear.