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Policies and Acknowledgments

Company tierIn the app: /policies

Policies & Documents stores your safety manual, procedures and site rules, and tracks which workers have read and signed for each one. Workers sign on their own phones through a QR code, so the acknowledgment is theirs rather than a box ticked for them.

1.Add a policy

  1. Open Policies and press Add Policy.
  2. Enter the title, a one-line description for the card, a category and a version. Choose Entire company or a single job site.
  3. Paste or write the policy text, attach a PDF or image, or both. A policy with neither can be signed for but not read, so add at least one.
  4. Save. It is Active immediately.

2.Collect signatures by QR code

  1. Press Print Acknowledgment QR and pick the site. Post it where crews gather.
  2. A worker scans it, types their name exactly as it appears on your Workers list, reads each policy and presses "I have read and understood this".
  3. We record the acknowledgment against their worker record with the date and time. We never show an archived policy on the QR page.

3.Track who has and has not signed

  1. Open the policy and press Manage Acknowledgments.
  2. The list shows every active worker and whether they have signed. Search by name to find one person.
  3. You can tick a worker yourself when you have confirmed they read it in person. The record then shows the date it was marked.

4.Publish a new version

  1. Press New Version on the policy card. You need to be an admin.
  2. Give it a new version label and a line on what changed. The current text is filled in for you to edit, and you can replace or remove the file.
  3. Press Publish New Version. We keep the old version in the history with its text, its file, the dates it was in force and who had signed it.
  4. Every earlier signature stops counting for the new version. The card shows how many people need to sign again, and they sign by QR code or you tick them, as before.
  5. Press History on the card to read any earlier version and see who signed it. Press Archive on a policy that no longer applies at all.

Common questions

Can I get the gist of a long policy before a toolbox talk?
Yes, with the AI add-on. Press Summarize on the policy card. We summarize the policy text, or the uploaded PDF when there is no text, in a few sentences: what it is for, who it applies to and the key requirements. The summary is kept on the policy until the text changes. It never says whether the policy meets a regulation.
Do I lose the old signatures when I publish a new version?
No. They stay with the old version in the history, and the acknowledgments CSV shows which version each person signed. They just no longer count toward the version now in force, so the person appears as needing to sign again. Fixing a typo is an ordinary edit and does not ask anyone to sign again; only New Version does.
What if a worker's name does not match?
The QR page tells them to ask their supervisor how they are listed. Check the spelling on the Workers page; capitalization does not matter but the spelling must match an active worker.
Can workers read policies with no signal?
Once the phone has loaded the policy list and text with signal, they stay readable without it. Signing needs a connection.

Read next

Something here does not match what you see in the app? Tell us from Help & Support inside the app, or email info@mignasafetysolutions.com. We correct the guide rather than let it drift.

Policies and Acknowledgments — Migna User Guide