- Each user, depending on your assigned user role will receive a notification when a new eSign is available. In the examples below an Incident and Assessment have been completed both with an available "eSign".
- To access and navigate to this feature a user can click on 'Notifications' OR 'Alerts' to go to 'Dashboard --> Notifications / Actions' tab.
User have following options for 'eSign':
Option #1:
1. On "Notifications" - click on 'New Alerts' OR go to 'Dashboard --> Actions' tab.
2. On 'Actions' tab - click on 'eSign'.
3. eSign: To view the Assessment/Incident Report - you can click on the 'View Assessment/Incident Report' button.
- Enter the User's 'Initials' and click on the 'Verify' button.
NOTE: In this example, the logged-in user must have the credentials of a "DRS" or Director of Resident Services otherwise they will not be allowed to electronically sign this document.
Option #2:
1. On "Notifications" - click on 'New Notifications' OR go to 'Dashboard --> Notifications' tab.
2. Click on the 'Notification Message' and it will open the related page, i.e. Resident Assessment/Incident.
- Resident Assessment
- Resident Incident
3. On Resident Assessment / Incident page, click on 'eSign' button.
4. User Sign: Enter User's 'Initials' and click on the 'Verify' button.
