Monitoring Agreements

Track which staff have agreed to your policies.


Viewing the Policy Agreements Report

Go to Reports → Policy & Procedure Agreementsarrow-up-right 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.


Viewing Individual Staff Agreements

To see a single staff member's agreements:

1

Go to Staffarrow-up-right 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.


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


Common Issues

chevron-rightStaff shows no agreementshashtag

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

chevron-rightReport shows old agreementshashtag

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

chevron-rightCompletion rate seems lowhashtag

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

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