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Adding an Additional Signature to a Step
Adding an Additional Signature to a Step
Eli Gimelraikh avatar
Written by Eli Gimelraikh
Updated over a year ago

Case Study Context: Often, an additional signature is required, typically from a Quality Manager. This process usually involves the first signature being provided by the reporter (e.g., assembly line personnel), followed by a second signature from a Manager or QA Manager.

Phase 1: Certification Verification

Confirm that you hold the necessary certifications.

  1. Navigate to: Modeling > Certifications > Create Certification.

    • Optional: Assign an expiry date to the certification.

  2. Proceed to: Settings > Users Certifications.

Phase 2: Assigning Users to Certifications

  1. Select the desired certification.

  2. Add relevant users from the user list to this certification.

Phase 3: Implementing a Specific Signature for a Step

  1. Access the workflow.

  2. Locate the specific step requiring the additional signature.

  3. Open the 'Signs' section.

  4. Incorporate the additional signatures.

  5. Associate the required certification with the signature.

By the way,
you can replace the certification on the "Normal", built-in signature, if you want.

This will limit the signature on the step, to the specific, certified, user.

Phase 4: Reviewing Additional Signatures’ Configurations

  1. Examine and confirm the settings and configurations of the newly added signatures to ensure they align with operational requirements.

This version of the instructions is structured to enhance clarity, with distinct phases and step-by-step guidance for each part of the process.

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