Manage signature configurations at the casebook level

Define a signature configuration at the casebook level.

Users assigned the Manage signature settings permission have the ability to define casebook level signature configurations. Be aware that the Casebook Signature dialog displays by default.
  1. Open the study settings.
  2. Select the Signature Configuration tab.
  3. Along the top, select a specific mode:
    • Production Mode
    • Testing Mode
    • Training Mode
  4. In the Casebook Signature dialog, complete the following fields, and click Apply Changes.
    Field Description
    Required By

    The custom role(s) required for the signature configuration

    Note:
    • If more than one role is specified, any user with any of the specified roles can sign.
    • The Site User Template role is available for casebook signatures.
    • Only users assigned the Approve and sign data permission can be selected.
    Set Frequency

    Set the toggle to On to set a frequency of how often the casebook is required to be signed.

    Note: Additional signatures are only required when there is unsigned data present in the casebook. Once all data has been signed no additional signatures will be required.
    Every

    This field is only available if the Set Frequency toggle is set to On.

    Send Reminder Through Email

    Set the toggle to On to receive email notifications regarding an overdue signature at sites you are assigned to.

    Note: You must be assigned the Receive the Pending Signatures Notification permission to receive these email notifications.

Parent topic: Define settings