The Signatures tab in the Review Summary displays any signatures that are required or have been recorded against the review.
If you have a licence for either Form Capture or PICSWeb Portfolio, you will be able to request and capture signatures for learners, officers and external contacts in this tab.
For each signature, the following details are shown:
User – This is the name of the PICSWeb user whose signature is required.
Requested Date and Time
Completed Date and Time
Exporting the Signature List
Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.
Editing Signature Requirements
Once you have requested a signature in this tab, you will no longer be able to Edit the Review. If you need to make any changes, you will have to Clone the review and edit the copy instead.
Selecting Edit will open a window showing all the users that are linked to the review.
If you have a licence for either Form Capture or PICSWeb Portfolio, you will be able to request signatures from any learners and external contacts linked to the review.
Learner names will only be available in this window if a Learner Account has been set up for them.
External contact names will only be available if the following is true:
An Email Address has been recorded for them in PICSWeb.
They have a Relationship recorded with the learner.
The only Role that has been set for them is Contact.
When a review is sent to a contact, a user account will be created for the contact allowing them to access and complete the review.
For each signature, the following details are shown:
Who
Status – If the signature has not been recorded, you can use the drop-down menu here to choose whether the signature is Required or Not Required. Any Required signatures will then be shown on the signature list. If the signature has already been recorded, the status will be set to Signed.
Signed Date and Time
Once you have made any changes, select Save to confirm them or Cancel to discard them.
Signature Preview
Selecting the … icon by a signature will give you the option to open the Signature Preview. Here you can view additional signature details and Complete the Signature.
If you have a licence for either Form Capture or PICSWeb Portfolio, the following options will be available here instead:
View – If the signature has been requested for your linked officer account, select this to Fill and Sign the Review.
Send Reminder – If the signature has been requested for someone else, select this to send an email reminding them that their signature is still required.