Life Sciences > Sample Transactions > Managing Sample Transactions > About Electronic Signatures > Checking Electronic Signatures
Checking Electronic Signatures
Use the following procedure to check the signature associated with a call activity for samples that are dropped. This procedure assumes that your user role and access profiles are set up to allow you to view the signature records that are attached to calls. The following setup is required to view signature records:
- The Enable Basic Samples Operations privilege must be enabled on your user role.
- In the record-type access settings on your user role, the Has Access and Can Read All Records check boxes must be selected for the Signature record type.
- The Signature related information section must be present on the Contact Call Detail page layout for your user role.
- In your default access profile, in the settings for the related information for the Activity record type, the access level for the Signature record type must be set to a value that allows you to read the signature records.
Typically, only administrators are given access to signature records. For more information about signatures, see About Electronic Signatures.
NOTE: If your user role and access profiles are set up to allow you to view the signature records that are attached to calls, then you can view the signature record, but you cannot create, update, or delete signature records or the signature images on those records. In addition, if a file is attached to a signature record, then you can view the attached file, or replace it with a different file, or remove the file from the record.
To check sample signatures
- On the Contacts Homepage, open the contact that you want.
- On the Contact Detail page, in the Completed Activities section, drill down on the Subject field to open the call activity record that you want.
- On the Call Detail page, scroll to the Signature section.
The following table describes the fields that are shown in the Signature section in the standard application.
Field
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Description
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Title Field
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Clicking the View link in this field opens the signature record.
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Signature Date
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The date the signature was captured.
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Contact First Name
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The first name of the recipient of the samples.
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Contact Last Name
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The last name of the recipient of the samples.
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Sales Rep First Name
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The first name of the sales representative who dropped the samples.
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Sales Rep Last Name
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The last name of the sales representative who dropped the samples.
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- Click the View link for the signature record that you want to view.
NOTE: You cannot edit the details of an existing signature record, or create a new signature record.
- On the Signature Detail Page, you can do the following:
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