If a policy requires user acknowledgment, users are notified of the need for action through email or from the marker on the top right of their PolicyStat home page (see below).
Once notified, users are brought through a link to the policy in PolicyStat to read and acknowledge a policy. For a quick review of this process, click to view the tutorial below.
Acknowledgments for Users (01:11)
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Acknowledging a Policy
- Open the policy using the link from either the email or the home tab.
- Review the policy.
- Click the button titled I have read and understood this policy at the bottom of the screen.
A quick disclaimer that some terms may differ for your location, but the concepts are universal. Area may be known as Policy Area, Department, Category, or another term on your PolicyStat site.
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This article applies to the following user roles:
Is there a repository of stored Policy Acknowledgements, that could be accessed at a later date by an Internal Auditor? This will allow confirmation after the fact on who has or has not been trained / acknowledged the policies.
Can the system admin change the wording (for legal reasons) on the button "I have read and understood this policy/"
Sean - I think Ben from our team replied to your comment previously, but just for the record from the View Acknowledgments page you can generate a CSV report of the displayed results that can be provided to an Auditor. Hope that helps.
Susie - That is currently not a feature we support, but it has been requested in the past by other users. I just looked through UserVoice for a suggested idea and there did not appear to be one listed yet. I'm happy to create a UserVoice idea, or you may be able to provide more specific details as to what you're looking for. If you do create one, please re-post the link here so others can also vote. Thanks!
Please do so, thanks Phil! Looking for the ability to modify the words displayed on the policy acknowledgment button.
Here you go Susie - https://policystat.uservoice.com/forums/282940-policy-management/suggestions/18445273-modify-acknowledgments-button