Submit an acknowledgement request

After you have created an acknowledgement campaign, you can submit the acknowledgement request to the defined audience.

Before you begin

Role required: sn_compliance.user

Procedure

1. Navigate to All > Policy and Compliance > Policies and Procedures > My Acknowledgement Campaigns.
2. Open the Policy Acknowledgement Campaign (PAC) record you want to submit to the defined audience.
3. Ensure that you have set up and saved the acknowledgement in the Acknowledgement Setup related list.
4. Click the Acknowledgement Campaigns related list.
5. Click New.
   Note:

   The majority of the fields are pre-filled with data from the policy record.
6. On the form, fill in the fields.
   Note:

   Only field description that were not previously described are provided here.

   Table 1. Acknowledgement Campaign form

   Field	Description
   Number	An auto-generated record number for the acknowledgement.
   State
   Valid from/to	Select the period of time the acknowledgement is valid. The acknowledgement is valid from the beginning of the Valid from date until the end of the Valid to date. Note: The Valid to date cannot be beyond the Valid to date defined in the policy.
   Number of days to respond	The number of days by which members of the audience have to respond.
   Short description	A brief description of the policy.
   Acknowledgement Details tab	This tab shows details and requirements from the policy, as well as the Reference Material URL defined during acknowledgement setup.

7. Click Submit.
   The Request Acknowledgement button appears.
8. Click Request Acknowledgement.
9. Notice that the following changes occur.
   • The state of the acknowledgement campaign changes to Pending Acknowledgement.
   • Acknowledgement (ACK) records for each member of the audience appear at the bottom of the screen.
   • The Acknowledgement Results tab shows the progress of the acknowledgement process. That is, it reports the total number of acknowledgements sent, and keeps a running tally of the number and types of responses received (for example, number of accepted, declined, exempted, and so forth).

   
   
   

   Note:

   The Activity tab shows acknowledgement activities as they happen. The compliance user can click the Work notes check box and post work notes to track changes. The Additional comments box can be used to communicate with the audience.

   Also, each member of the audience receives an email notification similar to the following example.
   
   
10. As the acknowledgement period elapses, you can monitor the progress of the responses by navigating to Policy and Compliance > Policy Acknowledgement > Pending Acknowledgements.
11. You can also identify any audience members who have exceeded the acknowledgement time line by navigating to Policy and Compliance > Policy Acknowledgement > Overdue Acknowledgements.