SUMMARY
Use Multi-Level Sign-Off to require activities to be reviewed and approved after an operator completes them. This workflow adds a second electronic signature, creating greater oversight, traceability, and compliance for critical activities.
WHAT THIS IS
- Multi-Level Sign-Off is an approval workflow for activities. After an operator completes and signs an activity, it remains in a pending review state until an authorized reviewer approves it.
- Reviewers can approve the activity, edit it before approving, or reject it and return it to the operator for correction. Every action is recorded in the activity's audit trail.
WHY IT MATTERS
- Multi-Level Sign-Off provides an additional level of verification before activities are completed.
- It helps ensure activities are reviewed for accuracy and supports compliance by recording every signature, edit, approval, and rejection.
WHEN YOU WOULD USE THIS
- Use this when:
- Activities require review before completion.
- Electronic signatures are required for compliance.
- Operators and supervisors have separate responsibilities for completing and approving work.
HOW IT WORKS
- An administrator enables Multi-Level Sign-Off on an activity template.
- An operator completes the activity and signs it using their PIN.
- The activity moves to the Review column where it awaits reviewer action.
- The reviewer can:
- Approve the activity.
- Edit the activity before approving it.
- Reject the activity and return it to the operator for correction.
- Once approved, the activity moves to Completed.
- Every action is stored in the activity's audit trail.
KEY TERMS / COMPONENTS
Require Signature
- Requires the operator to electronically sign an activity before submission.
Require Approval
- Requires a reviewer to approve the activity before it is completed.
Review Column
- Displays activities awaiting reviewer approval.
Reviewer
- The user responsible for approving, editing, or rejecting submitted activities.
Audit Trail
- A chronological record of every action performed on the activity.
COMMON MISUNDERSTANDINGS
- Signing an activity as an operator does not complete it when approval is required.
- Only reviewers can approve or reject submitted activities.
- All edits, approvals, rejections, and signatures are recorded in the audit trail.