Team members are able to view Acceptance reporting in the Reports section of Way We Do. Navigate to this section by clicking on Reports in the top level navigation menu.
Administrators are able to report at various levels across all team members in Way We Do. Other permission levels can only view their own acceptances in this report.
Then click Acceptance Reports
In this section you can view Acceptance Reports in three ways - by Procedure, Role or Team Member.
By Procedure
The first report, By Procedure, displays the number of team members who have accepted the required policies and procedures and those that are outstanding. Clicking on the name of the policy or procedure will take you to the actual document, whereas clicking on the linked numbers in the Accepted and Outstanding columns, will display another report by team member.
Use the search in this view to filter to:
Title of the procedure
Frequency of the acceptance
This report provides information as to which team members you need to follow up with to gain acceptance.
Use the search in this view to filter to:
The name of the employee
Select Download to access a CSV version of the report. Download will respond to any search filters applied.
By Role
Acceptance reports can be viewed by individual roles in your organization by clicking on By Role. It will display each role in your business that has been assigned to policies or procedures that require acceptance.
Use the search in this view to filter to the role.
Click on the No. Procedures Requiring Acceptance to review the documents that have the acceptance setting. The report by individual role will list the documents requiring acceptance and the frequency.
Use the search in this view to filter to the procedure. Select Download to access a CSV version of the report. Download will respond to any search filters applied.
By Team
Acceptance reports can be viewed by individual team member by clicking By Team. It will list each person in your team, their role and the number of policies and procedures that are either accepted or are outstanding.
Use the search in this view to filter to:
The team member
Active employees or Deleted employees i.e. team who have been removed from Way We Do
Select Download to access a CSV version of the report. Download will respond to any search filters applied.
Click on the team member's name to view the policy or procedure documents that require their acceptance including the status of being either accepted or outstanding and the date of when it was accepted.
Use the search in this view to filter to:
The procedure title
The status of the acceptance i.e. Any status, Accepted, or Outstanding
