Required Signatures list

The Required Signatures page enables you to review the status of forms and case books that require signature and to navigate to the electronic signature form for a specific form or case book. Several filters of the list are available; by making selections in the filters, you can specify which forms or case books you want to see in the list.

Note: The information presented in the Required Signatures page varies according to whether you have rights to sign forms or case books or to view signature information about forms or case books. In this example, the CRC user can view signature information about forms and case books but cannot sign. Therefore, the Required Signatures page includes the words (Read-Only) in the title.

To display the Required Signatures page:

In the Navigation pane, click Signatures.

Things to note

Filters—To make it easier to find information about a specific form or case book, the Required Signatures page includes a set of lists from which you can select forms or case books for a specific site, patient, signature state (signed or unsigned), or form or case book state.
Signature summary—For each form or case book in the list, the Required Signatures page includes the site, patient number and initials, signature date (if signed), signature status, and a traffic light icon indicating form or case book completion status. Form rows also include the visit name and form abbreviation.
Page indexer—The page indexer is a multi-part control on the bottom left side of the Content-specific pane. By clicking different parts of the control, you can move through the pages of CRFs or case books in the Required Signatures list.
Form status—The Status column displays a traffic light status icon indicating the status of the form.

Signature status—The Signatures column indicates signature status. If a form or case book requires signature and a user has rights to sign forms or case books, this column contains a Sign link that displays the appropriate signature affidavits and enables the user to sign them.

Icon	Description
	CRF has been signed by all required signatories. This symbol is visible only if you have been assigned the right to view CRF signing information.
	Case book has been signed by all required signatories. This symbol is visible only if you have been assigned the right to view case book signing information.
	CRF has not been signed by all required signatories. This can mean that the CRF or Case book has never been signed or that signatures have been invalidated by data updates. This symbol is visible only if you have been assigned the right to view CRF signing information.
	Case book has not been signed by all required signatories. This symbol is visible only if you have been assigned the right to view case book signing information. This can mean that the CRF or Case book has never been signed or that signatures have been invalidated by data updates.

Details link—To display the signing history of a form or case book, click the View link in the Details column.