ClearPolicy

Completion tracking & reports

Know who still needs to sign. Share where things stand.

Track policy acknowledgments by person, document, or group. Find the work that needs attention and turn it into a report for your next check-in.

Try Free for 30 Days Explore the reports

30 days free · No credit card · $29/month after

Start with the question you need to answer

One roster. Three ways to check progress.

By person

What does this person still need?

Review someone’s assigned documents, see what they’ve completed, and find what’s outstanding. Useful when a new employee joins or a volunteer returns.

By document

Who has signed the latest policy?

Check completion for a handbook or policy. Separate current signatures from pending requests and older versions, then narrow the view by group.

By group

How is this location doing?

See people against the policies required for their department, location, or role. Expand a person to find the specific documents that need attention.

Know what needs a reminder—and what needs a new request

“Not done” can mean a few different things. See the status behind each gap, so you know how to follow up.

Pending signature
A request is open. Review its activity or send a reminder.
Unrequested
An assignment still needs a request. Send the published policy.
Outdated
The person signed an older version. Request a signature on the current one.
Renewal due
It’s time to sign again. Send a new request or use Auto-renew.
Explore automatic reminders Manage policy updates and records
Open Requests to see every gap in one queue, then remind or send the next request.

A clear update for your next meeting

Choose the report that answers the question. Share the results without rebuilding a spreadsheet.

Outstanding People

Who needs a follow-up this week?

Your to-do list across the organization. See pending requests, outdated signatures, renewals due, and assignments still waiting on a first request.

Filter by group, document, or status.

Document Compliance

Did everyone sign the new policy?

Check one handbook or policy, or review all documents at once. See who is current, who is pending, and when each person last signed.

Includes last completion and renewal dates.

Group Compliance

Is this location ready?

Review a department, location, or role against its required policies. See each person’s overall status plus their per-document detail.

Scoped to the group you select.

Print or save as PDF

Get a print-ready summary with your organization’s details and the report date. Save it as PDF through your browser’s print options.

Export matching results to CSV

Take the results into your own spreadsheet. Exports include every result matching your filters, not just the page you’re viewing.

Questions about tracking and reports

Can I get a list of everyone who still needs to sign?

Yes. The Outstanding People report includes pending requests, outdated completions, renewals due, and assigned documents that still need a request. Filter by status, group, document, or search, then expand a person to see what needs attention.

Can I export a report for one policy or one group?

Yes. Document Compliance reports cover one document or all documents. Group Compliance reports show each person against the required documents in a selected group. Print either report or export all results matching your filters to CSV, including results beyond the visible page.

What happens to completion status when a policy changes?

An earlier signature remains tied to its original version. When you publish a new revision, that completion is outdated for current-version tracking. You can see who needs the update and send new requests. Publishing alone does not email everyone.

Do documents available to read count as unfinished?

No. Documents marked Available to read do not require a signature and are listed separately. Completion views track required documents. Opening an available-to-read document is not recorded.

Does a report include the signed documents?

Reports summarize completion status. For an individual signature, download the signed document and Certificate of Attestation from the completed request. You can also print a single-person report from that person’s Documents tab.

Organize policies by group See the full signing workflow Explore the $29/month plan

Your next status update starts here.

Add a policy, send it to your people, and see progress in one place. Free for 30 days, no credit card required.

Try Free for 30 Days