How Users complete their Acknowledgement tasks by reviewing and confirming they’ve understood Document revisions—ensuring your organization maintains accountability and compliance.

1. Document Status to Generate Acknowledgements:

  • A Document's settings determine which lifecycle status (either Published or Effective) will automatically generate required acknowledgements for assigned Users.
  • Admin have the ability to update the Document status to generate Acknowledgements, at any time.
Update Acknowledgement Generation in Settings

2. Notification of Acknowledgement:

  • If Acknowledgements are required, a yellow notification banner will appear in the Document Information Revision section.

    • The banner will instruct you to read and understand the contents of the Document.
    • It will also include a confirmation button to officially record your Acknowledgement.
Published Screenshot

3. Complete the Acknowledgement:

  • When ready, click the blue confirmation button stating you have read and had the opportunity to ask questions regarding this Revision.
    • This records your Acknowledgement in the system, ensuring compliance tracking.
2. Acknowledging

4. Verify Your Acknowledgement:

  • Once completed, a success message will replace the initial banner.
  • In addition, the Acknowledgements tab will update to show your Acknowledgement status as COMPLETE, along with the issue and completion dates.
Acknowledge Complete Screenshot