Ability to generate a report showing all documents assigned to and acknowledged by a specific user.

What is the challenge?

Administrators and L&D teams need to view a complete history of documents assigned to an employee, including documents that have already been acknowledged. Currently, Advanced Workload only displays outstanding document acknowledgements under Distribution Acknowledgements. Once a document has been acknowledged, it is no longer available through the Completed workload view, making it difficult to track a user's document compliance history. [Ticket: Ho...– Zendesk]

What is the impact?

This creates a significant administrative burden when auditing employee compliance and training records. To determine which documents have been assigned and acknowledged by a user, administrators must manually open individual document distribution records, which is time-consuming and inefficient, especially for users with a large number of assigned documents. [Ticket: Ho...– Zendesk]

Describe your idea

Enhance the Documents workload/reporting functionality to provide a historical view of document assignments and acknowledgements for users.

Suggested options:

• Add a Completed Distribution Acknowledgements category within Advanced Workload.

• Create a dedicated report showing:

  • User Name

  • Document Name

  • Distribution Date

  • Acknowledgement Date

  • Current Status (Outstanding / Acknowledged)

• Allow filtering by:

  • User

  • Department

  • Group

  • Date Range

• Allow export to Excel/PDF for audit and compliance purposes.

This would provide administrators with a complete audit trail of document assignments and acknowledgements without requiring manual review of individual document distribution records. [Ticket: Ho...– Zendesk]