Find policies families have agreed to
Issue/Question
Is there a report that allows me to see which policies families have agreed to?
Resolution
Policies that are signed by a family are displayed directly on the Family record.
Navigate to the Family record.
Select the Policies tab.
Review the list of Policy Groups assigned to the family.
Check the status shown for each policy to see whether the family has Agreed or Needs Agreement.
⚙️Note: User Permissions may limit access to this feature or functionality.