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What reporting is available for the Policy module?
- Within the menu of the platform, click the '>' symbol to expand Reporting.
- From the menu displayed, expand the Policy drop-down by once again clicking on the '>' icon.
- This will gather the following three available reports:
1. Overview
This lists all of the policies on the platform: when they were published, the number/percentage of users who have/haven't completed them, and any users with exemption requests.
2. 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, and 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, and Started.
3. Audits
This focuses on the end user. Examples include who has been targeted with which policy, when they were received/completed, job title and department, etc. The range of displayed criteria can be expanded or reduced.