This walkthrough through how to add signature requirements to forms. If you need to set up roles to add on forms, refer to this documentation first.
Interactive Walkthrough
Video Walkthrough
Text Walkthrough
1. Navigate to Forms
Select the configurations module and open the Forms page
2. Select a Form
Create a new form or edit an existing one
3. Edit Form's Configuration
Select the configuration tab to set up signature requirements
4. Choose Staff Signature
Client or guardian may also be applied
5. Select Applicable Roles
Select one or more rows;
6. Multi Role Requirements
Selecting multiple applies OR logic, allowing any of the selected signatures to fulfill the requirement
ℹ️ Note: Any use can apply their signature to a form, and a form without signature requirements can be closed by a single signature from any user.
7. Add Additional Signatures
Add additional approval signature(s) creates an AND requirement, by adding a second requirement
8. Determine correct signature logic
In this example, an unlicensed clinician or tech can sign the form, but it must be countersigned by the executive director
9. Apply client or guardian signatures as-needed
10. Be sure to Save Changes
