Skip to content
English
www.systemHUB.com
  • There are no suggestions because the search field is empty.

Resetting agreements after a content update

Learn how to use the "Reset Agreements" feature to clear existing sign-offs, prompt your team to re-agree to updated systems, and track compliance progress while preserving historical audit logs.

[VIDEO COMING SOON]

🔄 When to Reset Agreements

When you make a meaningful change to a system or policy, the previous sign-offs no longer reflect the current content. For audit and compliance purposes, you need the team to acknowledge the new version. Reset Agreements clears all existing sign-offs and prompts every assigned member to re-agree.

Use this feature when:

  • A policy has been substantively rewritten, not just a typo fix.
  • A safety procedure has changed.
  • A compliance review has resulted in updated content.
  • An audit requires evidence that the team has seen the current version.

Do NOT use this feature:

  • After a minor edit, such as formatting, typo, or link fixes.
  • For low-stakes systems where the audit trail is not critical.
  • More than once for the same change, as resetting multiple times causes the team to start ignoring re-sign requests.

🚀 How to Reset Agreements

  1. Open the updated system or policy document.
  2. Navigate to the right panel and click View Agreement Log.
  3. Click Reset.
  4. Confirm your choice in the pop-up window to clear existing active sign-offs.

💡 Pro Tip: Optionally, click Notify before or after the reset to automatically email everyone that a re-sign is needed.

📜 What Happens to the Audit Trail?

Resetting does not delete your compliance history. The Agreement Log safely keeps a permanent record of:

  • All previous sign-offs, preserved exactly as they were completed.
  • The reset event, including the timestamp and details of who triggered it.
  • New sign-offs completed going forward.

Compliance auditors can see the full timeline, including who agreed when, when the reset happened, and who re-agreed.

📈 Tracking Re-Sign Progress

After resetting your agreements, monitor your team's compliance progress:

  • Check the View Agreement Log on the document to see who has re-signed and who has not.
  • Click Notify to send a direct email reminder specifically to those who have not responded.
  • Use the Members Sign-Off Report across the whole account to see all open re-sign items in one centralized place.

For high-stakes resets, set yourself a calendar reminder to chase non-responders within a week.

🔐 Who Can Reset Agreements?

Access to this compliance feature is determined by platform user roles:

  • Account Owner: Can reset agreements on any system across the platform.
  • Admin: Can reset agreements on any system across the platform.
  • Editor: Can reset agreements on any systems they have edit access to.
  • Contributor: Can reset agreements only on systems they explicitly own.
  • Reader: No access to this feature.

🎉 You're All Set!

You now know how to safely manage document updates and re-sign workflows. Using the Reset Agreements tool ensures your team stays completely aligned with your latest operational standards while keeping your compliance records pristine.