> ## Documentation Index > Fetch the complete documentation index at: https://docs.assuric.com/llms.txt > Use this file to discover all available pages before exploring further. # Track checklist completion and send reminders > See who's completed each checklist, item by item and person by person, and remind people about what's outstanding. **Quick summary** * You can see who has completed each checklist, item by item and person by person, and remind people about what's outstanding. * A person's checklist *History* links the exact policy version they confirmed, which is your evidence for an auditor. * Automatic checklist reminders are off until an Admin switches them on. ## Across all your checklists The *Staff overview* on the Checklists screen has a bar per checklist, labelled with its internal *Label*. The Staff overview chart with a bar per checklist, each split into green complete and red overdue counts

The Staff overview chart with a bar per checklist, each split into green complete and red overdue counts

Below it, the people table's *Checklists* column shows whether each person is *COMPLETE* or *OVERDUE* across all their checklists. Filter it by *Account Status* to include people who've left. ## One checklist, item by item Click the count on a checklist, like **1/4**, to open its progress. The progress dialog for the Staff Compliance Checklist, with a bar per item showing completed and overdue counts, and a Staff progress list below it with each person marked OVERDUE

The progress dialog for the Staff Compliance Checklist, with a bar per item showing completed and overdue counts, and a Staff progress list below it with each person marked OVERDUE

The chart shows which item is holding people up. The same chart appears in the editor's *Completion Progress* section. ## One person, every checklist Click a person in the progress list to open their *Staff compliance* sheet. It's the same as the *Checklists* section of their sheet on the **People** tab. The Staff compliance sheet for Cordi Mahony, with a Checklists section marked OVERDUE, a Send reminder button, an Overall count of 3 of 31 completed items in 6 checklists with 28 overdue, a Current and History toggle, and each checklist listed with its own count

The Staff compliance sheet for Cordi Mahony, with a Checklists section marked OVERDUE, a Send reminder button, an Overall count of 3 of 31 completed items in 6 checklists with 28 overdue, a Current and History toggle, and each checklist listed with its own count

The sheet shows: * **Overall:** how many items they've completed, across how many checklists, and how many are overdue. * **Current:** each checklist they've been given, with their progress on it. Expand one to see its items. * **History:** the items they've completed, with the date and time of each. On your own sheet, **Visit staff portal** opens the portal as a member of staff would see it. *History* here lists one person's completed checklist items. For who changed what across Assuric, use the [Activity log](/settings/audit-log), under **Activity** in the sidebar. ## Show an auditor who has signed off a policy Your evidence is the policy's [*Resources* item](/people/checklists#resources-items-signing-off-a-policy). Click the checklist's count to open its progress, then click a person. On their sheet, click **History** and expand the item to see: * each document they confirmed, linked to the exact version they read; * who completed it, as their email address, and the date and time; * *Refreshes at*: when they'll be asked to confirm it again. Cordi Mahony's checklist History with Data Security and Protection Policies expanded, showing the Acceptable Use Policy and when the item was completed

Cordi Mahony's checklist History with Data Security and Protection Policies expanded, showing the Acceptable Use Policy and when the item was completed

## Send reminders **Send reminder** emails people about checklist items they haven't completed. Only an Admin can send one, from 2 places: | Where | Who it reminds | | - | - | | A Staff checklist's editor, in **Completion Progress** | Everyone with outstanding items on that checklist | | A person's sheet, in **Checklists** | That person, about all their outstanding items | An Administrative checklist has no **Send reminder**, since an Admin completes it. ### Remind people automatically To send reminders on a schedule: * Open your account menu (your initial, top right) → **Notification Preferences** → **Organisation Notifications**, and switch on *Enable* for *Checklist reminders*. Only workspace admins can switch them on. * Choose how often it sends. Assuric then emails everyone in the workspace about their own outstanding assigned checklists. The Organisation Notifications tab with the Checklist reminders row, reading Recurring email reminders for overdue and upcoming assigned checklists, and an Enable switch turned off

The Organisation Notifications tab with the Checklist reminders row, reading Recurring email reminders for overdue and upcoming assigned checklists, and an Enable switch turned off

Each person's own [*Upcoming and Overdue Summary*](/notifications/personal-notification-settings) can also include overdue checklist items. **What we recommend** Before an audit, start from the *Staff overview*: the bars with the most overdue show which checklist to open, and that checklist's item chart shows which item to chase. Then send one checklist-level reminder, not one per person. ## Related articles A checklist only counts once it's published and assigned. Every notification Assuric sends, including checklist reminders. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.