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Generating a Members Sign-Off Report

The member sign-off report tracks and exports whether assigned members have read and signed off on systems, showing who has completed or not completed their required acknowledgements.

 

The Members Sign-Off report shows whether individual users (members) have completed their required sign-off for systems, policies, or training. It helps administrators track compliance at a user level and confirm who has or hasn’t acknowledged assigned content.

Steps to Generate a Member's Sign-Off Report

1. Open Settings

  • Click your profile image
  • Select Settings

2. Go to Reports

  • Click Reports from the left menu
  • Select Members Sign-Off

3. Ensure Members Are Assigned

Before generating the report:

  • Go to the system
  • Edit and ensure users are added under Members
  • Use Notify to alert users
  • Click Publish

4. Generate Report

  • Return to Reports > Members Sign-Off
  • Select Systems
  • Click Generate Report

5. Review Sign-Off Status

The report shows:

  • List of users (members)
  • Owners and secondary owners
  • Sign-off status per system

Status indicators:

  • Yes (green) = user has signed off
  • No = user has not signed off yet

6. Key Difference

  • Members Sign-Off: Focuses on individual users and what they have signed
  • Agreement Log: Focuses on systems/policies and all users assigned to them

7. Export Report

  • Click Export Report
  • The file downloads as an Excel (.xlsx) file