Collect policy acknowledgments and signature evidence

Request and track acknowledgments as part of policy deployment governance.

Org Admin

Manager

Summary

Request and track acknowledgments as part of policy deployment governance.
Use this guide to complete the workflow with audit-ready evidence and ownership.
If you hit a blocker, run troubleshooting first, then escalate with context.

Steps

1. Open the Sign-off requests panel
From a published policy detail page, scroll to the Sign-off requests card (visible to authors and admins).
2. Select Request signatures
Choose All active members to send to everyone in the organization who does not already have a pending request, or Specific emails to list recipients separated by commas or new lines.
3. Set an expiry window
Enter Expires in (days), from 1 to 365. It defaults to 14 days.
4. Send and track the requests
Select Send requests. The panel shows Total, Pending, and Signed counts, and each recipient row shows a Pending, Signed, Expired, or Revoked badge.

Verification

The Sign-off requests panel shows the correct Total, Pending, and Signed counts after sending.
Recipients who already had a pending request are reported as already pending rather than duplicated.
Signed requests show a completion date; pending ones show the expiry date.

Troubleshooting

The Sign-off requests panel is not visible on a policy.

Only users who can author policies (admins and authorized roles) see this panel. Staff and managers without authoring rights will not see it on the policy detail page.

I need an organization-wide view of who has signed what.

Use the sign-off matrix at /dashboard/compliance/sign-off instead of checking policies one at a time; it shows every member against every published policy.

Workflow screenshots

Required training page showing blocker modules — Block high-risk access until required training is completed and evidenced.

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