Track Staff Policy Acknowledgment
Every credit union needs to prove that policies were shared - and read. With SimplifyIT, acknowledgment tracking is built-in. No more guessing who saw what. No more chasing down signatures. Just clean, exportable records of every staff response.
Version-Specific Acknowledgment
Every acknowledgment is tied to a specific version of a policy. If a document changes, a new acknowledgment is automatically required.
Export Logs for Examiners
Need to prove to NCUA examiners that staff read the latest policy? Just export the acknowledgment report. It includes names, timestamps, and document versions.
Built-In Reminders
Set automatic reminders to prompt staff if they haven't yet acknowledged a policy. Keep things moving without nagging.
Private + Transparent
Employees see only the documents they need - and admins see who acknowledged what. No unnecessary exposure of sensitive policies.
Simple Staff View
Staff get a clean dashboard showing pending acknowledgments, recently completed policies, and expiration reminders - all in one place.
