Define signature configurations at the casebook level

Define a signature configuration at the casebook level to sign an entire subject. The Casebook Signature configuration is generated by default and it is listed as required by all roles with the Approve and sign subject data permission.

Users assigned the Manage signature settings permission have the ability to further define casebook level signature configurations.

Before performing this task, see Understand signature configurations to understand the specifics of signature configurations.

If you want to define signature configuration required on specific visits or forms, see Define a signature configuration at the form or visit level.

Note:

Standalone signature configurations (required at the form or visit level) and casebook level signature configurations, are mutually exclusive.

1. Open the study settings.
2. Navigate to the Signature Configuration tab.
3. Along the top, select a specific mode:
   • Production Mode
   • Testing Mode
   • Training Mode
4. Identify the Casebook Signature configuration that is auto-generated, and update the configurable fields.
   1. Set the Set Frequency toggle On to configure a frequency of how often the casebook is required to be signed.

      Note:

      If the Set Frequency toggle is off, there won't be any other settings to define.
   2. In the Every field, enter the number of days that must pass after there is any unsigned or never signed subject data for a casebook level signature to be required. You can manually enter a number or use the up and down arrows.
   3. Configure whether to send email reminders regarding overdue signatures, by setting the Send Reminder Through Email On or Off.

      Note:

      You only receive notifications of overdue signature at sites that you are assigned to, and only if you are assigned the Receive the Pending Signatures Notification permission.
5. Click Apply Changes.

If you set a frequency for the Casebook Signature, additional signatures will be required when there is unsigned data present for the subject's casebook. Once all data has been signed, no additional signatures will be required.