Key Functions
- Sign off Status Symbols
- Signing off as Prepared and Reviewed from a document
- Signing off as Prepared and Reviewed from the Documents page
Sign off Status Symbols
The following status symbols will be found on the Documents page next to the form.
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In Progress | The form has been edited, no sign offs have been added |
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Prepared | The document has been prepared and ready to be reviewed. |
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Reviewed | The document has been reviewed for completion. |
Signing off as Prepared and Reviewed from a document
- When a document has had all the relevant information put in and it is ready for someone to 'Review a document, they can be marked as 'Prepared'.
- To do so, this button can be clicked in the top right hand corner.
- When the document has been reviewed and ready to be signed off, the reviewer can click this button.
- All Sign-Offs on the document can be reviewed with the 'Sign-Off' dropdown.
Signing off as Prepared and Reviewed from the Documents page
- Select the form you want to 'Sign-Off' by clicking the check box.
- Click the 'Actions' dropdown menu, select 'Mark As' and select whether the document has been reviewed or prepared.
