Track completion

The dashboard

The Compliance overview shows the percentage of required acknowledgements completed across your organisation, with how many are signed and awaiting signature and how many documents are active. Below it are your active documents, recent activity and the Top groups by compliance.

One document

Open a document from the dashboard or from a person’s page to see its completion percentage, signed and unsigned counts, how long it has been live, its due date, typical time to sign, the last reminder sent, completion by group, and the list of people with Unsigned and Signed tabs. Use Nudge N unsigned to remind everyone outstanding.

On the Documents list, the signed and unsigned counts link straight to the people in each list.

Groups and stations

Statistics filters by date range, group, station or location, document type and priority. It shows six key figures: Acknowledgement completion, Overdue assignments, Urgent acknowledgements outstanding, Due in the next 7 days, Employees fully up to date and the On-time acknowledgement rate, with totals for staff, active documents, acknowledgements and the average time to acknowledge; three charts (assignments by status, acknowledgements over time, and time to acknowledge with the average and median); then Completion by department. Every figure opens the records behind it, and the department table exports as CSV. Each document’s own Statistics page has its full breakdown. Acknowledgement figures record that people signed; they do not show understanding or competence.

One person

Click anyone’s name on the Users page for their compliance profile: what they have acknowledged, what is outstanding and overdue, and a nudge for everything outstanding. See manage users.