As a team member, you have access to two useful reports. One that details your Acceptance history and the other which details what Reminders & 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 Automations & Reminders report provides oversight of which content has either a Automation or a Reminder 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 Automations list or the Reminders list.

Automations are created to automatically run a checklist and invite the relevant people, on a given frequency. The Automations tab will list all Automations 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.

Reminders work as a notification that there's an action you need to take. The Reminders tab will summarize all Reminders 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.