Administrators can create and view in a tabular format group acceptance for multiple individuals across multiple policies, processes and procedures within Way We Do.

The Acceptance Matrix makes it possible for an Administrator to easily track outstanding acceptance for team members.

Note: this report is not switched on in all accounts. To request for this function to be enabled, contact us on support@waywedo.com

Navigate to Reports from the top right of the screen

Then click on Acceptance Matrix

Once on the page, click on either the Create one now or +Add New button to add a new Acceptance Matrix.

Fill in the template that appears on the page. When adding Procedures, Team members, and Company Roles, Way We Do's predictive search will display corresponding titles/names which you can select from.

When you have completed the template, click on Save Report, which will redirect you to the main Acceptance Matrix report page.

To edit the report, click on the Edit button on the same line as the report you would like to edit. This will take to an editable template where you can add/remove roles, procedures or users. You can also edit the title of the report at any time.

To view an Acceptance Matrix, click on the report you would like to see. The report will display in a tabular format, the Team members, and each Master procedure in separate columns. Information on the Version history and publication dates, as well as the team member's acceptance information, is also displayed.

Acceptance Matrix reports can also be exported. These are produced in downloadable Excel spreadsheets on whichever device you are using. First click on the report you would like to export to go to the viewing screen and then click on the Export button at the top of the page.

A pop-up window will appear to show your export being prepared and once it is ready a download button will appear on the pop-up which you can click on to download your spreadsheet.

You may choose to edit the spreadsheet and include additional formatting for printing, PDF conversion or for presentation to others.

Note: When sharing the report with others, remember to lock the spreadsheet to prevent changes from being made.

You can delete an acceptance matrix if you feel it is no longer required. Navigate to the Acceptance Matrix reports and click on the Remove button on the same line as the report you would like to delete.

A pop-up window will appear to ask you for confirmation once more before the report is deleted. Click on Delete on the window if you are sure you want to delete the report.

Note: When an acceptance matrix report is deleted, the Way We Do Support Team is unable to restore this report for you. You can, however, recreate it as many times as possible.