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Add to or Edit Sign-Off Chain
Add to or Edit Sign-Off Chain

May only be completed by an administrator.

Joann Wilson avatar
Written by Joann Wilson
Updated over a week ago

Sign-offs are assigned at the department level. Each department may have their unique sign-off chain.

Steps to Edit the Sign-Off Chain:

1. Be sure the person you want to add is already a user

2. Go to the "Administration" page from the menu

3. Select the "Departments & Units tab

4. Select the department-site you need to edit

5. Below the list of department benches you will find the current Sign-Off Chain

6. Select the "Edit" button next to this list

7. A window will pop up where you will be able to Add a user

8. To add a new user select "Add User"

9. Search for the user and select their name when it appears below the search box

10. Select "Add"

11. You will now have the "Add Optional" button. Select this if your would like it to be optional for 1 of 2 selected users to sign-off.

12. Select "Add Next" to add another user to be required to sign-off

13. You may then need to change the order of the list, use the numbered boxes (drag and drop) to put the list in the correct order (#1 will be the first to sign the report)

14. Select "Save"

In the event the Sign-Off chain is modified, any open "unsigned" reports will require the new Sign-Off chain User's signature. All previous reports that are signed and closed will still show the signatures of the users that originally signed the report.

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