OVERVIEW
Applying Electronic Record Signature (Routing Process) to work item transition, enforces users to go through the Routing Process in order to change Item status in a specific transition, for example from “In Review” to “Approved“. In that case, the status will be changed automatically after completing the related routing process.
Orcanos electronic signature mechanism complies with 21 CFR Part 11
HOW TO CREATE THE ELECTRONIC SIGNATURE:
- Select the E-Records Signature in Admin under Electronic Signature.
- Electronically Records Signature Setup page gets displayed.
- Click on the Red Plus ‘+‘ icon to add new E-Records Signature.
- Manage E-Sign pop-up is displayed with the Following Fields
- Project: Select the required project from the Project dropdown list.
- Work Item: Select the required work item from the Work Item dropdown list.
- Status: Select the specific status transition from the Status dropdown list.
- Process: Select the Process from the dropdown list. This indicates that when the work item status reaches this specific stage, the initiation of the E-Sign routing process is mandatory to proceed to the next status.
- Press the Save and create the E-Record Signature.
Only active Project, Work item and Process gets displayed in the respective dropdown list.
E-Records Signature is not applicable for DMS Items
ELECTRONIC SIGNARURE FOR ECO
For Change Request/Engineering Change Order (CR/ECO), we have an additional option: the “Release ECO Item” checkbox
Checkbox checked: Upon signing, the associated ECO items are released, and their routing state is updated accordingly.
Checkbox Unchecked: Upon signing, the associated ECO items are not released.
RELATED LINKS