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Acknowledgement status – an overview of who has been informed about the document

The document Acknowledgement Status tool gives you a quick overview of who has been, has not been, or should be informed about a particular document. It makes administering your documents easier.

  • Open the acknowledgement status

    Go to Documents and select the Acknowledgement Status submenu.

    Acknowledgement Status submenu in the Documents module

  • Select the organization unit

    Go to the organization unit for which the status report should be printed. Tick incl. subfolders to get a complete overview of the whole folder including its subfolders, or leave it empty to see only the documents of that particular folder.

    Organization unit with the incl. subfolders box

  • Read the status marks

    See the acknowledgement status for each document and user group.

    Acknowledgement status per document and user group

The following status marks are used:

  • a red mark = not all employees have been informed
  • a green mark = all required employees have been informed
  • a cross mark = the document is not relevant to the user group
  • Mark a document as relevant

    If the document is relevant to a particular user group, click the grey cross mark, tick Yes and click Confirm.

    Confirming that the document is relevant to a user group

  • The status mark changes to red, which means the user group needs to be informed.

    Red status mark after the change

  • Check the added users

    The to-be-informed users are added to the document automatically. This is a more convenient and faster way to add to-be-informed users to a document.

    To-be-informed users added to the document

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