How to set up an operator e-signature

WHEN TO USE THIS

• Use this guide if:
  • You need an operator to sign activities in the system
  • You are onboarding a new operator profile
  • An operator does not yet have an e-signature configured
     

PREREQUISITES

• Before starting:
  • You have supervisor access to Administration settings
  • The operator is physically present to set their PIN
     

STEPS

1. Go to Administration > Operators
2. Click + Operator Profile
3. Enter the operator’s:
   • First name
   • Last name
   • Employee ID
   • Location
4. Click Create
   
   
    
5. Open the newly created operator profile
6. Click Setup E-Signature
7. Hand the screen to the operator
8. The operator reads the acknowledgement of legal binding
9. The operator checks I have read and agree to the terms of electronic signature use
10. Click Next
11. The operator enters a 6-digit PIN
12. Re-enter the PIN to confirm
13. Take back the screen
14. Set the PIN expiry period (1–24 months, default is 12)
15. Review the operator details and validity period
16. Check I certify that I have verified the identity of this person
17. Click Done
    
    

EXPECTED RESULT

• After completing these steps:
  • The operator profile is active
  • The operator can sign activities using their PIN
  • The setup and identity verification are recorded in the audit log

TROUBLESHOOTING

• Issue: Operator cannot complete PIN setup
  • Try: Ensure the PIN is exactly 6 digits
  • Try: Confirm both PIN entries match
• Issue: E-signature setup not available
  • Try: Confirm the operator profile has been created
  • Try: Refresh the page and reopen the profile

STILL NEED HELP?

• Contact Support and include:
  • Operator name and employee ID
  • Description of the issue and screenshots if possible