---
alias: tutorials-document-management-scenario-read-and-understand
description: "Require users to read and understand a document at Track-In, and track the acknowledgement"
---

# Enforce Read and Understand at Track-In

In this scenario, you will learn how to require users to confirm that they read and understood a document.

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!!! info
    For more information, see:

    * [[tutorials-howto-readunderstanddocument]],
    * [[tutorials-howto-managerolesdocument]],
    * [[user-guide-read-and-understand-document]].

## Sequence of Steps

### 1. Set the Read and Understand Field

1. In the left side menu, select **Business Data**.
2. From the Business Data panel, select **Document**.
3. Select `Doc_Internal` from the document table.

    `Doc_Internal` details view opens. Verify the the **Required Signature for Read and Understand** field is set to `No`.

4. In the right side panel, select **Applicable Roles**. Verify the list of applicable roles.
5. From the top ribbon, select **Edit**.
6. Set **Require Signature for Read and Understand** to `Yes`.
7. Set **Read and Understand Expiration (Days)** to `30`.
8. Select **Save**.

    ![Read and Understand fields.](images/scenario-3-enforce-read-and-understand-at-track-in-4-read-and-understand-fields.png)

### 2. Manage Applicable Roles

1. In the **Applicable Roles** section, select **Manage**.
2. Select **+** (Add), and then select the **Role** of the users who must acknowledge the document, for example `Administrators`.
3. Select **Update**.

    ![Administrators role added in the Manage Applicable Roles dialog.](images/scenario-3-enforce-read-and-understand-at-track-in-4-applicable-role.png)

!!! info
    For more information, see [[user-guide-manage-applicable-roles]].

### 3. Set the Configuration Entry

1. In the left side menu, select **Administration**.
2. From the Administration panel, select **Configuration**.
3. Select the entry `/Cmf/System/Configuration/DocumentManagement/ReadAndUnderstandValidation/TrackIn`.
4. From the top ribbon, select **Edit**.
5. Set **Value** to `Error`. The default value is `None` which allows the user to proceed without acknowledging the document.
6. Select **Save**.

    ![Read and Understand configuration entries.](images/scenario-3-enforce-read-and-understand-at-track-in-4-configuration-entry.png)

### 4. Try to Track-In Without Acknowledging

1. Sign in as a user that belongs to the applicable **Role**.
2. Open the `Mixing` step.
3. In **Materials**, select `Cookie01`.
4. Select **Dispatch and Track-In**.
5. Select `Mixer-01`.
6. Select **Next**.
7. In the **Documents** wizard, select **Track-In**.

    The MES blocks the operation with the error "The Document Doc_001 [C] is not marked as read and understood."

    ![Track-In error.](images/scenario-3-enforce-read-and-understand-at-track-in-4-track-in-error.png)

### 5. Acknowledge the Document

1. In the **Documents** wizard, select the **Read and Understood** checkbox.
2. In the **Sign** dialog, enter your password and select **Sign**.
3. Select **Track-In**.

    ![Read and Understood checkbox.](images/scenario-3-enforce-read-and-understand-at-track-in-4-read-and-understood-checkbox.png)

4. Open `Doc_Internal`.
5. From the top ribbon, select the **Tracking** view.
6. Set **Read and Understood** to `Yes` to list the employees who acknowledged the document, with the date.
7. Set **Read and Understood** to `No` to list the employees who did not.
8. Set **Read and Understood** to `All` to list both.

    ![Tracking view.](images/scenario-3-enforce-read-and-understand-at-track-in-4-tracking-view.png)

## Expected Result

The Track-In succeeds, and the Tracking View shows the acknowledgement with the date.

Note that the MES asks for the acknowledgement when the user did not yet acknowledge the document, the version is `Effective`, and the user belongs to an applicable **Role**. The acknowledgement belongs to the revision, so a new version of the same revision does not ask again. You can filter the Tracking view by Role, Team, Area, and status.

## Next Scenario

Continue with [[tutorials-document-management-scenario-resource-context]].