Read and acknowledge software

What is read and acknowledge software?

Helpable gives you read and acknowledge on every procedure and policy, so you know that a rule really reached your team. Read and acknowledge means a person confirms they read a document. In Helpable that is one click on "I have read and understood this procedure", stored with the person, the date and the version.

A read confirmation is useful whenever it matters that people saw a specific version: a safety step, a hygiene rule, your code of conduct or a new way of handling refunds. It also gives you a calm answer when a customer, insurer or inspector asks how your team was instructed. For the wider picture of writing and keeping procedures, see SOP software.

How to ask employees to read and acknowledge a policy

Helpable keeps the process to four steps. First, write the policy or procedure, or start from one of the free templates. Second, request acknowledgement from the people it applies to. They open it on a phone, tablet or laptop and confirm with one click.

Third, check the overview. It shows per person who confirmed which version and when, and lists everyone still pending by name, so you follow up only with them. Fourth, when the rule changes, publish a new version with a short change summary, announce the update and ask everyone to confirm again. Helpable does not send automatic reminders for read confirmations; automatic reminders do exist for assigned training.

Read confirmations, quizzes and training together

Helpable connects read confirmations to the rest of your training, so you can go from read to understood. A confirmation records that someone read the text. When you want to know if they understood it, link the procedure to a training with quizzes and a pass mark, and see scores per person in progress reports.

Because confirmations are stored per version, they work hand in hand with document version control. New hires can confirm the procedures for their role inside an onboarding training, and when you want to roll out one way of working across shifts or locations, read about process standardization.

Who uses read and acknowledge?

Helpable read confirmations are used by teams of 5 to 50 people where a rule has to reach every person. Teams on location, such as cleaning and facility services, installation and maintenance, home care and childcare, use them for safety, hygiene and client rules.

Teams that work in shifts, such as hospitality and retail, use them so every shift knows the latest rule. Office and remote teams, such as customer service and SaaS companies, confirm new procedures each time the product or policy changes. HR and office managers use them for the employee handbook and company policies.

Helpable vs Waybook, Whale and Trainual for read confirmations

Helpable is a good fit when you want read confirmations together with procedures and a knowledge base in one tool on every plan, with training from Business Plus. Waybook offers read confirmations next to SOPs, a knowledge base and training paths. Whale offers read assignments with a deadline next to SOPs and training flows. Trainual offers e-signatures next to SOPs, training paths and tests.

What Helpable brings: confirmations stored per version, an app in English and Dutch, data stored in the EU and a 14-day free trial that needs no credit card. Compare the details on our pages about a Waybook alternative, a Whale alternative and a Trainual alternative.

Which Helpable plan includes read confirmations?

Helpable includes read confirmations on every plan, together with procedures, version history and the knowledge base. Business Plus adds training and quizzes, and Business Max adds automatic assignment rules and deeper reports. See the details on the pricing page and try read confirmations free for 14 days.