Create a signature configuration

As a study administrator, create a signature configuration to allow sites to sign off at the form and or visit level using custom affidavits.

Before performing this task, see About signature configurations to understand the specifics of creating a signature configuration.
To create a signature configuration:
  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. Click Create Signature Configuration.
  5. In the Create Signature Configuration dialog, fill in the following fields, and click Create.
    Field Description
    Title Enter the title of the signature configuration. For example, Adverse Event Signature.
    Required by (One of the Following Roles)

    Select one or multiple study roles required for the signature configuration.

    Note: If more than one role is specified, any user with any of the specified roles can sign.

    Signature Text Select the affidavit required for this configuration.

    You can add, edit, or manage affidavits on the Code List tab. For more information, see Create and manage code lists.

    Required on First, select Form or Visit. Then, select the form or visit that the signature is required on.
    Only Required in Following Visits

    By default, this toggle is turned off.

    Turn the toggle on to only include the visits you would like the signature to be required for a specific form. For example, Adverse Event Visit.

    Note: This configuration is available if only one form is selected and the Required on radio button is set to Forms.

    Trigger Signature Request with the Response to a Question

    By default, this toggle is turned off.

    Turn the toggle on to choose a specific choice question and a specific response that should trigger a signature request.

    Note: This configuration is available if only one form is selected and the Required on radio button is set to Forms.

    Choice Question Select a specific choice question.
    When the Answer is (One of the Following Answers) Select a specific answer to the choice question that you previously selected. When this answer is selected in a form, it triggers the signature request.
    Set Target Date

    By default, this toggle is turned off.

    Turn on the toggle to specify the number of days after the Start or Completion visit, or the selected form or visit.

    Target Date Enter the exact number of days to pass after the Start or Completion visit.
    After Select Start or Completion.
    Send Reminder Through Email

    By default, this toggle is turned off.

    Turn on the toggle to receive to receive email notifications regarding an overdue signature at sites that you are assigned to.

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