Signing Off on Systems and Policies

The Agree function creates a formal register of which team members have read and understood a specific system, policy, or training.

Only members assigned to the system (as owners, secondary owners, or through roles) will see the Agree button.
When a user clicks Agree, the system generates a permanent, non-editable timestamp with the date and time of sign-off.

As an owner or admin, you can track who has and hasn't signed off on their responsibilities.

Open the system and enter Edit mode.
Click on the Agree Log button.
This window displays a list of all assigned users and highlights those who have not yet clicked the "Agree" button.

If you need to ensure the team completes their review, follow these escalation steps:

Comment & Notify: Add a comment at the bottom of the system (e.g., "Hey team, please review and agree") and then click the Notify button at the top of the page. This sends a general email to all assigned members.
Agreement Reminders: If users still haven't signed off after a few days, return to the Agree Log and click Notify next to specific names to send a targeted email reminder.
Direct Mentions: For urgent sign-offs, use the @ symbol in the comments to tag a specific user, which sends an immediate direct notification.

When you make a significant update to a process, you may want everyone to sign off on the new version.

Reset the Log: Go to the Agree Log and click Reset. This will clear all previous timestamps and set all users back to "Not Agreed."
Notify of Changes: Use the Notify button to alert the team that a significant update has been made and they are required to review the content again.

If you need an offline version of your compliance data:

Open the Agree Log.
Click the Export (or Print) icon.
This generates a document you can save or print to prove that your team has been trained on specific policies or systems.

Need your team members to sign off on systems or policies? See how it works by watching the quick video below.