This lesson covers tracking worker sign-offs on your records and how typed signatures work end-to-end.
What you'll cover:
Sending a record for sign-off. The sign-off tracking section at the bottom of the record detail page, using Send for Sign-off to configure and review the request, then choosing recipients: the whole organisation, groups or subgroups, or individual people.
The three sign-off types. Acknowledgement (a one-click confirmation that the worker received the policy), Read and Confirm (a tickbox only available after scrolling through the document), and Signature (a typed signature, the strictest, with the worker putting their name on the record).
The admin sign-off count. The count of how many workers have signed versus pending, with a list showing exactly who and timestamps for when each person signed.
Reminders and the audit trail. Pushing a reminder to everyone outstanding (which lands in My ReFresh on their Home banner), and the Activity Log capturing every sign-off, reminder, and change, including which version of the document was signed.
Key takeaways:
The three sign-off types are a deliberate ladder of rigour, from a one-click Acknowledgement up to a typed Signature, so you match the strictness to what the policy needs.
You can target sign-off at the whole organisation, a group, or named individuals, and track completion down to who's signed and who's still pending.
The Activity Log records who signed, when, and which version they signed, which is your evidence if a regulator ever asks how a policy was rolled out.
