Policy Acknowledgment Tracking For Financial Institutions.
When policies change, you need a simple, auditable way to make sure employees see and acknowledge them. SimplifyIT's Policy Acknowledgment tool is built specifically for banks and credit unions - and examiners love it.
Built for Compliance and Examiners
- Require staff to review and acknowledge any document or announcement
- Track date/time and user ID of every acknowledgment
- Log exportable - perfect for exams and audits
- Automatic reminders for unacknowledged items
- Restrict acknowledgments by role, branch, or department
Common Use Cases
- New or updated policy rollouts
- HR communications requiring signoff
- IT security procedures and training
- Disaster recovery plans or compliance changes
- Board or executive memos for internal review
Simple for Staff, Powerful for Admins
Employees are notified and can acknowledge with one click. Admins can see real-time acknowledgment status by user, department, or branch.
Link to Any Page, Form, or Document
Acknowledgment items can point to internal policies, external links, or any internal page. Fully integrated with our document repository and workflow tools.
Need a Sample Export?
Request a demo and we'll show how tracking works across branches, departments, or custom groups - and how it looks to an examiner.
