How to use the All Acknowledgement Records report.
The All Acknowledgement Records report is how you can check if the latest version of a particular policy or group of policies has been acknowledged, or what a particular user or group of users have or haven't acknowledged. This article describes how to use the All Acknowledgement Records report to support many of your reporting questions.
Who does this article apply to?
- Users with access to Ausmed's Policy Management System
- Users with organisation or team manager permissions
In this article:
How to use the All Acknowledgement Records report
Steps
- From the top navigation bar in the manager portal, go to Policies.
- From the left-hand-side menu bar, go to Reporting, then click on All Acknowledgement Records.
- Go to Category, and keep User selected to report on one or more users. Otherwise, select Team if you'd like to report on users in one or more teams, or select Job Role if you'd like to report on users with one or more job roles.
If you have team manager permissions, you can only select the teams you manage or the users that belong to those teams.
- Go to Account Status, and keep Active selected to only include users with active accounts. Otherwise, select one or more account statuses.
- Go to Category Type, and select one or more users, teams or job roles for the Category you previously selected.
- Go to Policies, and keep All x Policies selected, where x is the number of published or archived policies in your organisation's library. Otherwise, select one or more policies to isolate your report to those policies.
- Go to Acknowledgement Status, and keep 2 Statuses selected if you would like to report on who has or hasn't acknowledged the policies. Otherwise, select one or more acknowledgement statuses:
- Unacknowledged - means the user hasn't acknowledged the policy version yet.
- Acknowledged - means the user has confirmed they've read, understood and agree to abide by the terms set out in the policy version.
- Discarded - means the user didn't acknowledge the policy version before their account was deactivated, the policy was updated, and their job role was no longer required to acknowledge it, or the policy was archived.
- Click Run Report to run your report.
- View the acknowledgement records for your report.
If you found this article helpful, let us know by selecting "Yes" or "No" below. If you require further support, please contact Manager Support.