Introduction
The Summary Report Recipient set in the Read and Understood Document selectors receives an email at the end of the acknowledgment lifecycle detailing who did or did not acknowledge reading the document. In addition, to assist companies with meeting their compliance needs, a report Excel spreadsheet is produced and attached to that email.
For those customers of enabled the ‘Send Manager a Direct Reports summary’ will also receive an email with an Excel attachment, however this will only show a subset of the full report including those employees that report to the manager.
Example Report
The image below shows an example of how the report will be presented in Excel:
Example Summary Report produced at the end of the Acknowledgement lifecycle
A description of each columns in the Report is described below:
| Heading | Description |
|---|---|
| Business Description | The value entered for Business Description in Document Selector associated with the reviewed document |
| Document | The document's name |
| Version | The documents SharePoint version |
| Published UTC | The date and time the document version was processed |
| Site | Site URL |
| Web | Web Title |
| Library | Library title |
| Owner | The person entered as the Summary Report Recipient set in Document Selector associated with the document |
| Recipient Email | The email address of the user asked to acknowledge reading |
| Recipient Name | The name of the user asked to acknowledge reading |
| Acknowledged UTC | The date/time of acknowledgement ( blank not acknowledged ) |
| Time Zone | The Time zone set in SharePoint Regional Settings for the Web where the document resides |
| Type | The type of comment: Affirmative or Adverse |
| Comments | The comments entered by recipient |
| Checksum | A digital value calculated from the values of that row for all previous columns that can be used to validate the data in the spreadsheet has not been altered. The digital value is created using the Microsoft Windows SHA256 algorithm based on the concatenation of the values in previous rows with:
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