HH/SIMPLE_ACKNOWLEDGEMENT_SYSTEM.md

Simple Acknowledgement System - Implementation Summary

Overview

A simplified acknowledgement system for employees to sign required documents.

Features

1. Checklist of Acknowledgements - Employees see a checklist of all acknowledgements they must sign
2. Add Future Acknowledgements - Admins can add new acknowledgements anytime
3. Employee & Employee ID - Employees sign with their name and employee ID
4. Checkmark & PDF - Signed acknowledgements show checkmarks and have attached PDFs

Models

SimpleAcknowledgement

• title - Acknowledgement title
• description - Detailed description
• pdf_document - PDF document for employees to review
• is_active - Show in employee checklist
• is_required - Must be signed by all employees
• order - Display order

EmployeeAcknowledgement

• employee - ForeignKey to User
• acknowledgement - ForeignKey to SimpleAcknowledgement
• is_signed - Boolean flag
• signed_at - Timestamp
• signature_name - Name used when signing
• signature_employee_id - Employee ID when signing
• signed_pdf - Generated PDF with signature
• ip_address - For audit trail
• user_agent - For audit trail

URLs

Employee URLs

• /accounts/simple-acknowledgements/my-acknowledgements/ - Employee checklist
• /accounts/simple-acknowledgements/my-acknowledgements/sign/<uuid>/ - Sign acknowledgement
• /accounts/simple-acknowledgements/my-acknowledgements/download/<uuid>/ - Download signed PDF

Admin URLs

• /accounts/simple-acknowledgements/admin/acknowledgements/ - List all acknowledgements
• /accounts/simple-acknowledgements/admin/acknowledgements/new/ - Create new acknowledgement
• /accounts/simple-acknowledgements/admin/acknowledgements/<uuid>/edit/ - Edit acknowledgement
• /accounts/simple-acknowledgements/admin/acknowledgements/<uuid>/delete/ - Delete acknowledgement
• /accounts/simple-acknowledgements/admin/acknowledgements/<uuid>/toggle/ - Toggle active status
• /accounts/simple-acknowledgements/admin/signatures/ - View all signatures
• /accounts/simple-acknowledgements/admin/signatures/employee/<uuid>/ - View employee's signatures

Templates

All templates are in templates/accounts/simple_acknowledgements/:

• employee_list.html - Employee checklist view
• sign.html - Sign acknowledgement form
• admin_list.html - Admin list view
• admin_form.html - Admin create/edit form
• admin_signatures.html - Admin signatures view

Migration

Run the migration to create the new tables:

python manage.py migrate accounts

Usage

For Employees

1. Navigate to /accounts/simple-acknowledgements/my-acknowledgements/
2. See list of pending and completed acknowledgements
3. Click "Sign Now" to sign a pending acknowledgement
4. Enter name and employee ID, then submit
5. Download signed PDF if needed

For Admins

1. Navigate to /accounts/simple-acknowledgements/admin/acknowledgements/
2. Click "New Acknowledgement" to create
3. Fill in title, description, and optionally upload a PDF
4. Set as active/required as needed
5. View signatures in the admin signatures page

Navigation Link (Optional)

Add to your navigation menu:

<a href="{% url 'accounts:simple_acknowledgements:employee_list' %}">
    My Acknowledgements
</a>

For PX Admins:

<a href="{% url 'accounts:simple_acknowledgements:admin_list' %}">
    Manage Acknowledgements
</a>