As a team member, you have access to two useful reports. One that details your Acceptance history and the other which details what Tasks & Schedules are set up.

To access these, select Reports from the top navigation.

Once you're on the Reports landing page, you can see the two reports there for you to access.

The Acceptance report will list all items you're required to provide your acknowledgement for. It also lists if you're outstanding on your Acceptance or have completed it - if completed, it will show you the last accepted date.

Select History on any you have accepted to see a list of when you accepted the item (if it's a repeat acceptance or acceptance is required after a change you may see more than one).

Select Download to view a PDF of the version you accepted.

At the bottom of each page is a footer with your acceptance details.

The Schedules & Tasks report provides oversight of which content has either a Schedule or a Task set up on them. This report is a perfect way for you to determine which items you may hold responsibility for.

The report has two tabs for you to toggle between allowing you to view either the Schedules list or the Tasks list.

Schedules are created to automatically run a checklist and invite the relevant people, on a given frequency. The Schedules tab will list all Schedules set up in your Way We Do account.

Use the Responsibility column to see if your name or role is assigned. Frequency will let you know how often this checklist will run for you. Click the Procedure title to view the master checklist.

Tasks work as reminders that there's an action you need to take. The Tasks tab will summarize all Tasks set up in your Way We Do account.

Use the Responsibility column to see if your role is assigned. Frequency will let you know how often you'll be notified of this activity. Click the Procedure title to view the relevant item.