To view the reporting for your document this is available centrally in the Policy Acknowledge Reports page which can be found by going to your Policy Acknowledge site. "/sites/<intranet site>/policyack"
From the reporting page you can choose which document you want to see the report on. In our example we want to see the Appraisal and Development Meeting document.
Once we then click Apply this will show who has reviewed our document and when, along with when they acknowledged it.
Filters can be applied to only see those who have not acknowledged.
You also get the option to filter based on user rather than by policy.
Acknowledgement Hub
This is a new webpart intended for admins, line managers or team leaders. This webpart is broken down into the below segments:
- Outstanding Acknowledgements, showing any policies you yourself have been assigned to acknowledge
- My Direct Reports, showing people who report to you, whether they have outstanding acknowledgements, and allows you to view past documents they have acknowledged
- A full list of your past completed acknowledgements
Clicking on a policy will show the users it's been assigned to, and whether they have completed the acknowledgement or whether it is still outstanding:
When a user or policy has been selected, you should see an Actions button appear in the top right. This gives you the below options:
- Generate Report: this is the only option available for a user, and is also available for policies. This generates a downloadable report which can be viewed in Excel
- Edit: this lets you update the name of an existing acknowledgement, or change whether it is forced
- Send Reminders to All: this sends a reminder to anyone who hasn't completed to the acknowledgement yet
- View File