You can assign policies and procedures to user’s for them to read and accept. A log of all accepted policies and procedures is retained on the user’s profile under Acceptance Logs.
Before you start
- You will need to have Added a Procedure.
- (Optional) You will need to have Attached a procedure to an Inventory Item.
Pro and Enterprise Subscription only - A user will need to have Viewed and accepted a Procedure.
Procedures accepted for an Inventory Item
All Accepted Procedures
On Desktop
- From the left menu, select Administration > Reporting > Documents.
- Here you can search and filter Procedure Log Acceptance Records by using the Filter functionality.
- Click Export as CSV/Export To Excel/Print Report to export the data.
A User's Accepted Procedures
On Desktop
- From the left menu, select People > Manage People, and select view on the applicable user.
- Navigate to the Acceptance Logs tab which displays a record of all procedures and policies accepted by the user.
For further details, you can click on the applicable acceptance log.
On the App
- From the main menu
, go to People select the applicable user. - Scroll down and select View Procedure Logs on the person's menu and this will display a list of procedures assigned to the person.
- Tap on the procedure to view.
These procedures are also available under the Logs tab by going to Documents & Files > Procedures.
Procedures accepted for an Inventory Item
On Desktop
- From the left menu, select Inventory > Machinery & Equipment / Structures / Tools and find the applicable inventory item.
- Select the inventory item and navigate to the Procedure Logs and this will provide you with a list of all accepted procedures for this inventory item.
