Overview of implementing electronic signatures
To implement electronic signatures:
- Decide which forms require signatures and which users will be authorized to sign.
- Create the text of a signing affidavit. For more information, see Creating the text of a signing affidavit.
- Create one or more signature groups with signing affidavits by using the SIGNATUREGROUP tag. Each signature group must have a CRF affidavit, a Case Book affidavit, or both. For more information, see Creating a signature group.
- Assign users to those groups. For more information, see Creating a signature group.
- Use the SIGNCRF tag to associate each form that requires signature with the appropriate signature group. For more information, see Associating a form with a signature group.
- Install the XML definitions for signature groups and SIGNCRF tags in the InForm application database by using the MedML Installer.
- Optionally, use the ViewCRFSignList configuration variable to specify whether you want a list of needed and supplied signatures to be displayed on each CRF for which a signature is required. For more information, see Displaying a required signature list on a CRF.