Skip to guide content
Browse all guides
Reports & complianceChiefs & admins

Manage required-reading assignments

Assign exact document versions, target the right recipients, and review or correct completion evidence.

10 minVerified guidanceReviewed Jul 13, 2026Synthetic examples only
Department member administration page with invitations and role controls
Owners and admins can invite members and apply department roles.View full size(opens in a new tab)

Choose the exact document version

Open Admin → Acknowledgments and select a published protocol or policy version. The assignment remains tied to that immutable version even after a newer version is published.

Target the intended audience

Assign the entire department, selected stations, or selected members. Review the recipient summary before creating the assignment.

Department member administration page with invitations and role controls
Owners and admins can invite members and apply department roles.View full size(opens in a new tab)

Set the due date and attestation

Choose an appropriate due date and confirm the attestation language members will see. Do not use the acknowledgment system as a substitute for required training or competency evaluation.

Review completion and overdue evidence

Open the assignment report to filter recipients, inspect viewed and acknowledged status, and export evidence only for an approved administrative or compliance purpose.

Correct evidence without deleting history

Authorized administrators may waive a recipient, revoke an acknowledgment, or revoke an assignment using the supported action and a clear reason. The prior evidence remains retained.

Keep support material free of protected information

These examples use synthetic records. Never capture or send patient information, passwords, API keys, access tokens, or real incident details when asking for help.