Monitoring Agreements
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.
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.
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
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