How do I use the custom 'Sign-Off Authorities' field to give others permission to sign off forms?

Overview

Every manager has the ability to sign off on a form after it has been submitted, and every manager gets a notification given that notifications are toggled on and email settings are enabled.

By creating custom 'Sign-off Authorities', eCompliance gives managers and admins the ability to customize who can sign off on a form. Having the ability to assign employees 'Sign Off authority' ensures that only those employees listed are notified. 

How does it work?

Any employees added to the Sign-Off Authorities field will replace the default managers that receive email notifications for form submission and sign-off. 

Any employees specified in the 'Additional Users to Notify' field will still receive email notifications in addition to the list of managers populated in the 'Sign-Off Authorities' field.

When an employee has been populated in this field, the color of the user will indicate their permission level. Green if they can sign off on all sites, yellow if they can sign off on select sites they are members of, and red if they do not have permission to sign off on any site.

How do I locate this field?

To use the Custom Sign Off Authority feature, you’ll need to navigate to the form template and edit the desired form template. In the header section of each form, you will see the option to add employees to the sign-off authorities.