Monitoring Agreements

Track which staff have agreed to your policies.

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Viewing the Policy Agreements Report

Go to Reports → Policy & Procedure Agreements to see agreement status across your whole organisation.

The report shows:

• Summary statistics — total agreements, how many are accepted, how many are pending, and your completion rate

• Detailed list — each policy, which staff member, when they were asked to agree, and whether they've completed it

You can filter by staff member, status, or date range to find specific information.

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Viewing Individual Staff Agreements

To see a single staff member's agreements:

1

Go to Staff and select the staff member

2

Select the Agreements tab in their profile

This shows all policies assigned to that staff member based on their department, and whether they've agreed to each one.

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What the Statuses Mean

Status	Meaning
Pending	Staff member hasn't agreed yet — policy is waiting for their acknowledgement
Accepted	Staff member has read and agreed to this policy version
Expired	Agreement is no longer required — the policy was updated to a new version, archived, or removed from the staff member's department

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Common Issues

Staff shows no agreements

Check they're assigned to a department that has policy categories selected

Report shows old agreements

Use the status filter to show only current Pending or Accepted agreements

Completion rate seems low

New policy versions create new agreement requests — staff need to re-agree when policies are updated