Assigned Folders show up in the Assigned section of the user’s training tab and as they sign off on each form, the Folder will progress to the In Progress section and finally down to the Completed section of the training tab when all forms have been signed off or completed.
This tool provides the ability for the user to click and open the Word, PDF, Excel document, that will activate the ‘Terms & Conditions’ button and allow the user to read the details, check the affirmation statement and digitally sign off on the company policy.
When a document is updated or expires, the folder will automatically move back up to the Assigned section of the training tab, alerting the user of new requirement to sign off. Once signed off again, the folder returns to the complete section of the training tab.
Included in the document management feature is advanced reporting for each document, or summary reports for the entire company and individual detailed reports on what forms they signed off on and what forms our still outstanding.
The best part is the ability to highlight updates to a new document, so if the company makes changes to a document, you can force a user to open it, ask them to read it, highlight the changes for them and then ask for this signature upon completion of the review. This allows the employee to quickly view the specific changes in a workplace health and safety document, for example, and provides them the full document access for review and tracks their agreement.