PDF Acknowledgement

Summary

Set up

Documents read report

PDF download

 

Summary


The PDF Acknowledgement feature allows the standard file resource to be "acknowledged" by an end user. This feature supports companies, and organizations, that have a need to track, and prove, that users have read and understood important documentation such as company policies or non-disclosure agreements.

Set up


Within a course topic, navigate to add an activity or resource >>>> resources >>>> file.

 

Enter the name of the file to be displayed on the course page and add its description in the designated areas. Add the external PDF file to the content section. These files can be selected from the file picker or uploaded as an external PDF.

In the appearance section, set display to embed and enable acknowledge.

 

In the activity completion section select show activity as complete when conditions are met. Check the box for require view which enables the feature that students must view this activity to complete it.

RT TIP: For the activity completion section to appear on the course page, completion tracking must be enabled. To enable this feature navigate to site administration >>>> advanced features >>>> scroll to bottom of the page >>>> select to enable completion tracking and enable conditional access. 

To ensure that conditional access is enabled within the course, navigate to course administration >>>> course completion >>>> and select any number of completion conditions.

 

When the user clicks on the resource file link on the course page, the PDF form will display. At the bottom of the page appears the statement: Please read completely, then enter your name exactly as shown to acknowledge: [[name]]. The user must type their name exactly as displayed and click acknowledge & return.

 

When the user has acknowledged the PDF form a red check mark displays next to the file name and informs the user they have successfully acknowledged the PDF form. 

 

The completion of the PDF acknowledgement can be used to give users access to other activities or resources. Use the restrict access options within the restricted activity or resource to restrict access.

In the activity completion section drop down menu, select the name of the PDF form and choose must be marked complete in the corresponding drop down menu to the right. 

 

Documents read report


The documents read report displays data of PDFs that have been acknowledged on the site or within a course. To access this report navigate to site administration >>>> reports >>>> documents read.

 

Use the filters to search by the name of the PDF resource or filter by user criteria.

For user criteria, filter by a user’s name or select the show more to filter for users by system role, location, etc. 

For resource filtering, select the name of the resource from the drop down menu. A listing will appear displaying resources that have been set to be acknowledged with completion criteria. 

 

Select display to show the report.

The report displays the user’s name, manager name, a yes/no confirmation of acknowledgement, date stamp of acknowledgement, state/province, user email, and any additional custom profile fields. This report can be downloaded as an Excel file.

 

PDF download


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