eSign Setup (NOT VISIBLE to all users - Must have administrative permissions - please contact support directly with questions)
1. On the left menu, click on 'Setup --> eSign Setup'.
- Click on 'Add eSign' button.
2. Add new eSign
a. Sign For: You can select "INCIDENT" OR "ASSESSMENT" for eSign.
b. Sign Title: Enter eSign title.
c. User Role: Select user role for eSign.
d. Sequence: Enter sequence number for user eSign. (i.e. User which needs to eSign first and it will appear first for eSign on "Dashboard --> Actions" tab.
e. Optional: You can trigger alert for the next role for eSign by tick mark the checkbox.
d. Click on 'Save' and then 'Close' button.
Note: Similarly, you can add eSign for 'ASSESSMENT' for required User Roles.
- For ASSESSMENT, additionally, you required you to select 'Assessment Type'. i.e. For which assessment you required to eSign.