In order to sign the monthly reports all the compliance notifications must be reviewed. Once these are reviewed the monthly report will be automatically generated. The first person in the sign-off chain will have a notification. Once the report is signed, if there are others on the sign-off chain, the next person will receive a notification to sign the report. Once a monthly report is signed off by the last person, you will no longer be able to edit the information on this report.
Steps to Sign-off a Monthly Report:
1. Select the "Signatures tab"
2. Any reports that require a signature will be listed
3. Select "View Now" to review the report
4. You will be directed to that department's Report Summary.
5.Set your toggle to include or hide empty data. Empty data is any instrument that does not have anything logged for the report. Leave this toggle off to include all instruments.
6. Click Apply to save the toggle setting.
7. Once you have completed your review, select "Sign Now"
8. You will be directed to the next screen with the list of people on the sign-off chain
9. Select "Sign Now" under your name
10. If you have already created a Pin, proceed to step 14. If not, continue with the next Step
11. To Create a Pin click “Yes”. This only has to be done once.
12. Click “Create Pin”
13. Enter a 4 digit Pin
14. Confirm Your Pin
15. Click "Create Pin"
16. A window will pop up, you will enter any necessary comments
17. Select "Sign Now" when you are finished
With the exception of the first user in the Sign-Off chain there is an option to sign the report or send the report back / return it to the previous user. Use the following steps for this:
1. Select the "Signatures tab"
2. Any reports that require a signature will be listed
3. Select "View Now" to review the report
4. You will be directed to that instrument's Report Summary
5. If the report is acceptable select the "Sign Now" button under your name. (See above pic and directions)
6. If the report needs to be sent back to the previous user, select "Undo".
7. Add a rejection message for the Previous Signature User.
8. Select the "Reject Report" button