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This screen provides an organization-wide view of policy acknowledgment compliance at route /gr/acknowledgments.

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Overview

The Acknowledgment Tracker is an admin-only screen that loads all policy acknowledgments across all employees in mode: 'admin'. It shows four stat cards: Total, Pending, Overdue, and Acknowledged. A filter panel allows narrowing by policy and by status (pending or acknowledged). The main table (PolicyAcknowledgmentTable) renders all filtered acknowledgments. Admins can export the full list as a CSV file containing employee name, email, policy title, status, due date, and acknowledged date.

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Who it’s for

Requires permission gr.policies.admin.

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Before you start

  • You must have the gr.policies.admin permission.
  • Policies and acknowledgment assignments must exist to populate the tracker.

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Steps

1

Open the tracker

Navigate to /gr/acknowledgments.
2

Review summary stats

Check the Overdue and Pending counts to identify compliance gaps.
3

Filter by policy or status

Use the Policy dropdown to focus on a specific policy, or use the Status dropdown to show only pending or acknowledged records. Click Clear Filters to reset.
4

Drill into the table

Review the acknowledgment table for individual employee records.
5

Export CSV

Click Export CSV to download all current acknowledgment data. The file is named policy-acknowledgments.csv.

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Key concepts

  • Overdue — acknowledgment has status pending and due_date is before today.
  • Acknowledged — acknowledgment status is acknowledged.
  • CSV export — includes: employee full name, employee email, policy title, status, due date, acknowledged date.

Governance & Compliance

Governance & Compliance core overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/gr.tsx
  • src/cores/gr/pages/PolicyAcknowledgmentTracker.tsx
  • src/cores/gr/hooks/usePolicyAcknowledgmentList.ts
  • src/cores/gr/hooks/usePolicyList.ts