Objective:

• To understand the difference between Single Acknowledgments and Recurring Acknowledgments

Environment:

• PolicyStat

Answer:

Important points of differentiation:

• Single (one-time) acknowledgements are different from recurring acknowledgements.
• If recurring acknowledgements are assigned, this means that a background process will keep assigning single (one-time) acknowledgements to a user for versions of the policy that they have not yet acknowledged.
• If the resulting one-time acknowledgement is removed/unassigned, and the recurring assignment is still in-place, the one-time acknowledgement will return, as that assignment/process is still working to keep acknowledgements up to date. 

Acknowledgements are assigned as single acknowledgements by default. When a user acknowledges a policy, they are not required to re-acknowledge any subsequent versions.

Recurring acknowledgements mean that each time a new version is created (i.e. - completes an Approval Workflow), assigned users will need to return to PolicyStat to review the changes and re-acknowledge the policy. If there are no changes to a policy or document, an acknowledgement will not be triggered

To assign acknowledgements as recurring, check the box just above the Assign Acknowledgments button.

Administrative Overrides

If minor changes are made as part of an Administrative Override (e.g. - typo corrections, modify properties, etc.), this does not create a new version and recurring acknowledgements will not be assigned.

Was this Acknowledgement Assigned as Single or Recurring?

Once acknowledgements are assigned, users who have ownership permission for a policy (Owner/Area Manager/Site Administrator) can also view incomplete acknowledgements 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 acknowledgements for this policy are displayed. If the acknowledgement is a single, one-time acknowledgement, names of users or user groups will not appear.
4. If you are a Site Administrator, users and user groups in this section are also hyperlinks. Clicking on a user will take you to their user details page, and clicking on a user group will take you to the group's edit page.

This article applies to the following user roles: