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Adding an Acceptance Request

Instructions for adding an Acceptance to a policy, procedure, or checklist

Andrew Sutton avatar
Written by Andrew Sutton
Updated over 6 months ago

You can request that your team members formally acknowledge that they've read, understood and accepted the contents of your policies, processes and procedures. Adding Acceptance is done individually to each procedure.

Adding Acceptance

At the right of the screen, you will see an icon that looks like a circle with an exclamation point inside. Clicking this icon will take you to a page containing four options:

  • No acceptance required

  • Accept once

  • Accept after each change

  • Repeat Acceptance

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  • No acceptance required is the default setting. If you do not require acceptance on this item, leave it as is

  • Accept once will only require the team member to accept the document once

  • Accept after each change means that your team member will be requested to accept the document after each time a change occurs on the policy or procedure. Note: as you re-publish the document, the system will ask you if you want to send the reacceptance request. This allows you to skip reacceptance in the event of minor / unimportant changes to the document

  • Repeat Acceptance means that your team will be reminded on a periodic basis to re-accept a policy a procedure. There are 3 recurring acceptances available including monthly, every 3 months or yearly.

Who will receive the Acceptance Request?

The recipients of an Acceptance Request are linked to the Assigned Roles. There are two scenarios for who will receive an Acceptance Request:

  1. If you do not assign roles to a document, it's considered relevant for the whole company, so therefore the whole company will receive the Acceptance request

  2. If you have assigned roles, then only your team members who are set up as that role in Way We Do will receive the Acceptance request

Performing an Acceptance​

When your team member logs into Way We Do and views a procedure with acceptance required, an orange bar will inform them that they must read the document and then scroll to the bottom to formally accept the document. When the document is accepted, the team member is removed from an "outstanding" list to an "acceptance received list".

1._Acceptance_Notification.png

An "Acceptance Required" popup will display at the bottom of the page, asking the user to read, understand and accept the document by ticking the box and entering their Password. This digital acceptance is recorded along with the version of the document accepted at the time.

Note: Passwords are not required for Acceptance if Single Sign-On is enabled for the account.

2._Acceptance_box.png

Administrators are able to Access and Review Acceptance Reports at any time. Click the link to learn more.

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