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All Collections06. Reporting
Access and Review Acceptance Reports
Access and Review Acceptance Reports
Andrew Sutton avatar
Written by Andrew Sutton
Updated over a week ago

Administrators 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.

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.

This report provides information as to which team members you need to follow up with to gain acceptance.

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.

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.

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.

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.

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