How to Complete a Signature or Viewing Acknowledgement for an Issue from Your Main Dashboard

Note: When a user receives this notification is based on how they have configured their Issues & Signature Notification settings:

When a user's signature is needed and/or they are assigned to view an Issue project, stage, or task, they will be notified via email:

To complete the signature, log into ZenQMS. From the Main Dashboard, click "Signatures Needed" then the issue option from your Activity List:

The Main Dashboard will drill down listing the Issue that needs your signature. Click on the hyperlinked Issue Key ID:

After clicking the Key ID, you will be taken to the section of the Issue that needs your signature. The "signatures/reviews" section will state the signature reason and require your user ID and password (PIN if you are an SSO user). You might be required to leave a comment if it was configured to be required. Click "Approve" to complete the signature. Click "Reject" if needed:

If clicking "Approve":

An slider box will appear. You will see:

1. The next stage the Issue will be transitioning to

2. The signature reason

3. User's ID that is approving the stage

4. User's password 

5. Comment, if needed

6. Click "Submit Electronic Signature" when completed 

Example email notification sent to stage assignee when a stage is approved:

If clicking "Reject":

An slider box will appear. You will see:

1. The same stage the Issue will be staying on until the stage is approved

2. The signature reason

3. User's ID that is rejecting the stage

4. User's password

5. Comment, which is required

6. Click "Submit Electronic Signature" when completed

Example email notification sent to stage assignee when a stage is rejected:

NOTE: Any "View" assignments will also be listed under "Issues, Change Control or Task Signatures". When you click on the hyperlinked Issue Key , you will be taken to the Issue that you need to view. At this point, you will not have to take any other action. Your "View" assignment will be completed and logged with the time stamp of the date and time you viewed the stage.