Signatures

The Signatures section is optional and is configurable by the administrator. Not all processes will require sign-off, but some processes in the workflow will require signatures. For example, a signature is usually needed to sign off on a work item that is moving from Approved status to Active status.

Note: It is possible for the administrator to disable signatures for each process. If signatures are disabled, the Apply Signatures button will be disabled and only Perform Process will be enabled.

List of signatures

If configured a list of signatures displays. Signatures that appeared in orange are required.

Required signatures must be signed in order to process the entity.

Sign on behalf of

Sometimes, you can select a different user and sign on behalf of that user. Whether you can Sign on behalf of is a configurable feature.

When Sign on behalf of is enabled, you can choose the name of another person who you are signing for from the drop-down list. This might be used when, for example, you need to sign on behalf of a contractor.

If enabled, it will be possible to click Switch to enter name manually. You can enter anything into this field; there is no validation on what is entered manually. The ability to use free text is configurable by administrator.

Apply signatures only (without performing process)

In some cases, several signatures are needed before executing the process.

1. Select the checkbox next to the roles you are signing for. Your name appears.

2. If signing on behalf of, select a person to sign for.

3. Click the Apply signatures button. This action applies signatures only. It does not perform the process.

   

Perform process (including applying signatures)

4. Select the checkbox next to the roles you are signing for. Your name appears.

5. If signing on behalf of, select a person to sign for.

6. Click the Perform process button. This action includes applying signatures only.

   

View history of signatures

You can see a history of signatures on the Signatures page of an entity.