If an item like a document has been assigned to you for review/signature, you will be notified via your daily summary email and on the Main Dashboard in the "Signatures needed" link.
- Click on the
link in the top right section of the Main Dashboard, and the drilldown action table will show the corresponding list of items awaiting your review/signature.
- Click the
icon to view the document within the page. You can also click the hyperlinked title in the Item Name column to review item details.
- Depending on the security settings of the document, you may be able click the
icon to download the item.
- Once you have reviewed you can click the
icon to approve the document or the
icon to reject the document after entering an electronic signature and/or a comment.
- Depending on the workflow settings, you may also be able to delegate the signature with the
icon.
- An important note regarding E-signatures.
- Signatures in ZenQMS are part 11/Annex 11 compliant.
- Your first signature after you log in will require you to enter both your ID and password or PIN. Other signatures in the same session will only require a password or PIN.
- Standard users will enter a UserID (email address) and password
- SSO users who can e-sign in our app will have to re-authenticate using their normal SSO credentials
- SSO users who are not set up to e-sign will be emailed a 5-digit PIN that can be used in lieu of a password (See below)
Comments
Please sign in to leave a comment.