Define a signature configuration at the form or visit level

As a study administrator, create a signature configuration to allow sites to sign off at the form and or visit level using custom affidavits.

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

If you want to define signature configuration required on entire subjects, see Define signature configurations at the casebook level.

Note:

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

To create a signature configuration:

1. Open the study settings.
2. Select the Signature Configuration tab.
3. Along the top, select a specific mode:
   • Production Mode
   • Testing Mode
   • Training Mode
4. Click Create Signature Configuration.
5. In the Create Signature Configuration dialog, fill in the following fields, and click Create.

   Field	Description
   Title	Enter a meaningful title for the signature configuration. For example, if this is the signature configuration specific for adverse events, enter Adverse Event Signature.
   Required by (One of the Following Roles)	Select one or multiple study roles required for the signature configuration. Note: If more than one role is specified, any user with any of the specified roles can sign.
   Signature Text	Select the affidavit required for this configuration. You can add, edit, or manage affidavits on the Code List tab. For more information, see Create and manage code lists.
   Required on	First, select Form or Visit. Then, select the form or visit that the signature is required on.
   Only Required in Following Visits	This configuration is available only if the Required on radio button is set to Forms and only one form is selected. By default, this toggle is turned off. Turn the toggle on to only include the visits you would like the signature to be required for a specific form.
   Trigger Signature Request with the Response to a Question	This configuration is available only if the Required on radio button is set to Forms and only one form is selected. By default, this toggle is turned off. Turn the toggle on to choose a specific choice question and a specific response that should trigger a signature request.
   Choice Question	Select a specific choice question.
   When the Answer is (One of the Following Answers)	Select a specific answer to the choice question that you previously selected. When this answer is selected in a form, it triggers the signature request.
   Set Target Date	By default, this toggle is turned off. Turn on the toggle to specify the number of days after the Start or Completion date for the selected form or visit.
   Target Date	Enter the exact number of days to pass after the Start or Completion date.
   After	Select Start or Completion.
   Send Reminder Through Email	By default, this toggle is turned off. Turn on the toggle to receive to receive email notifications regarding an overdue signature at sites that you are assigned to. Note: You must be assigned the Receive the Pending Signatures Notification permission to receive these email notifications.

To update an existing signature configuration, select Edit () and apply the necessary changes in the Edit Signature Configuration dialog. Then click Save Changes.