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How Would You Build It? Policy Acknowledgment Through Adobe Sign

  • January 22, 2025
  • 1 reply
  • 28 views

shanejacques
Helper I
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We’re using Docebo to deploy some compliance training across our workforce (approximately 1,800 FTEs). In addition to courses, there will be a policy acknowledgment that legal wants to deploy using Adobe Sign, rather than the native e-signature app. Our intent is that the policy acknowledgement be the final training material in the course, and we’ll use and HTML training material to direct users to the signature page.

 

My concern is that an HTML training material marks complete when a user opens it. Ideally, I’d like to build a verification step where the course shows as “in progress” until a Power User verifies that the acknowledgment was signed in Adobe Sign. The Power User would then confirm in Docebo and the course would mark complete.

 

In my mind, there are two ways of accomplishing this.

  1. Build it as an observation checklist. I think a potential pitfall here is that an observation checklist can only have one observer, and the “verification” may get shared across a small team of Power Users for the sake of their sanity. 
  2. Build it as a test. We’d create a question that requires instructor evaluation, and assign the team of power users as instructors. The question would be something like “I have completed the acknowledgment in Adobe Sign and am ready for my submission to be reviewed.”

The second option feels a bit cumbersome, but probably is closest to what we need in terms of functionality.

 

How would you approach this? Feel free to point out anything that might be in my blindspot.

1 reply

dklinger
Hero III
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  • Hero III
  • 1671 replies
  • January 22, 2025

@shanejacques - hi.

So read and signs are a very common strategy for learning platforms to be involved in.

That said, Docebo is not a policy management / document management system by far. And it can create a blind spot for a company that is looking to use it as such (DM me for more on this).

That said - for your consideration? You can pull this off with two training materials in your course:

  • an HTML page
  • a test (the test should be set with the prerequisite to have a person review the content first)

Consider if you can host the PDF on a service like AWS or Azure and iFrame it to an HTML page. You will need to ensure that the server side is configured correctly to allow for the content on the far server to be viewed (it is under settings for the platform).

You then setup a one question test with your attestation language. 

You will have successfully given a person a critical path to follow -

they must

  1. read (you will have little control over the actual viewing other that other than can make it a prerequisite to the test)
  2. sign (you will have alot of control over that) - by meeting the completion criteria

I lament on the reading piece only because I have worked at a big place that did exactly this….and we landed up with tons of courses that had been open for only one minute or less…..begging to question...are they actually engaging the policy? Or are they just signing off and thats it….

This can be even easier with SCORM course building platforms. DM me on this as well...the bottom line you can leverage copying your courses and switching out your PDFs to support the need very very straight forwardly.

 


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