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What Reporting is Available for the 'Policy' Module?

Within the menu of the Platform, click the '>' symbol to expand Reporting:

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  • From the menu displayed, expand the Policy drop-down by once again clicking on the '>' icon.

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  • This will gather the following three available reports:

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Overview

Lists all of the policies on the Platform; when they were published, number/percentage of users who have/haven't completed them, and any users with Exemption Requests.

Adoption

This report displays an overview of the status for all policies on the Platform, broken down into the following categories: Close Message, Pending Receipt & Request Exemption.

The same information can also be viewed for the individual policies, as well as the following data for Surveys: Completed, Refused to take, Pending receipt & Started.

Audits

This focuses on the end user. Examples include who has been targeted with which policy; when they were received/completed; and Job Title and Department etc. The range of displayed criteria can be expanded or reduced.