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How to complete an activity with Multi-Level Sign-Off

SUMMARY

Use this guide to complete an activity that requires both an operator signature and reviewer approval.

 

 

WHEN TO USE THIS

  • Use this guide if:
    • An activity requires your electronic signature.
    • The activity has been configured with Multi-Level Sign-Off.

PREREQUISITES

  • Before starting:
    • The activity has been triggered.
    • You have your operator profile and PIN.

STEPS

  1. Open the activity in Operator View.
  2. Complete the required activity information.
  3. Continue through the activity workflow.
  4. Select your operator profile.
  5. Enter your PIN and click Sign.

EXPECTED RESULT

  • After completing these steps:
    • The activity is submitted for review.
    • The activity appears in the Review column for a reviewer.

TROUBLESHOOTING

Issue: You cannot sign the activity.

  • Try: Confirm you selected the correct operator profile.
  • Try: Verify your PIN.

Issue: The activity is not completed.

  • Try: Check whether the activity requires reviewer approval.
  • Try: Wait for a reviewer to approve the activity.

STILL NEED HELP?

  • Contact Support and include:
    • The activity name.
    • Any error message displayed during signing.

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