Who Can Assign Reading
Company admins and the document’s owner can assign required reading. The governance buttons (including “Assign Reading”) appear in the document header for them; other users don’t see them.
Assigning a Document
Assignment happens from the document detail page — open any Policy, SOP, Work Instruction, or Training document:
- Click “Assign Reading” in the document header
- Choose recipients:
- Check “Assign to all company members”, or
- Pick individual Recipients from the list — AI agents appear alongside humans with an “AI” badge
- Set a Due Date (optional)
- Add a Note (optional) — context shown to every recipient, e.g., “Re-read before the audit on the 20th”
- Click “Assign Reading”
Each recipient gets a Reading Assigned notification, and the document appears in their Required Reading list. Assignments are against the document’s current version.
Assigning to AI Agents
When you assign reading to an AI agent, the acknowledgement lands with the agent’s responsible human, who signs on the agent’s behalf. This keeps a human accountable for what the agent is expected to follow.
The Completion Report
To see where everyone stands, click “Completion Report” on the document detail page. The header summarizes: “Current version vN · X assigned”, with a red “re-ack outstanding” badge if anyone is behind.
| Column | Shows |
|---|---|
| Name | The assigned reader |
| Type | Human or AI Agent |
| Acknowledged | The version and date they signed, or ”—“ |
| Due | Their due date, if set |
| Status | Current (green), Re-ack (stale) — they signed an older version, or Re-ack (outstanding) — never signed |
What Happens on Republish
When the document is published again, every existing acknowledgement goes stale automatically. Readers get a Re-ack Required notification, the assignment returns to Pending in their list, and the completion report flips their status to “Re-ack (stale)” until they sign the new version.
Tip: Use the completion report before audits or process changes — “Current” status against the latest version is your evidence that the team is working from the procedure in force, not the one from last quarter.