User Verification eSignature

Some organizations are required to verify that the person who closed or finished the Work Order is in fact the logged-in User rather than someone else using that person's computer.

Typically, this eSignature feature is not required; however, for those who must report these details, it is essential.

Set User Preferences

RelNotes_Require_eSignatureUser.png

Path: Admin > User Management > Records / Preferences

To use this feature, grant the Require eSignature On Work Order when Closing/Finishing Preference (Admin > User Management > Records / Preferences) for users who are allowed to close or finish records.

Finish or Close Process

With this setting, the Finish Date and Close Date fields are disabled on the Work Order window for users with this Preference granted. An information icon instructs users to select the Close WO or Finish WO commands in the Action Menu.

The process is as follows:

  1. Complete and Save the Work Order.
  2. Click Close WO or Finish WO on the Action Menu in View mode to open the related flyout.
  3. Complete the needed fields.
  4. Click Save on the flyout. The system refreshes and presents the Re-Authenticate login window.
  5. Enter login credentials
  6. Click the Re-Authenticate button.
eSig_Re-AuthenticateWindow.png

When verification is required, Quick Post and batch close from WO Browse also require re-authentication.

 

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