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How Do I Add Multiple Signatures to an Audit?

Allowing multiple signatures on an audit enables several users to add their signature to the same audit. The Form Builder module includes the Multiple Signatures tool, which allows users to enter a digital signature.

Before adding multiple signatures to an audit, a series of steps must be completed.

This includes:

1. Create a new audit form in the Form Builder module. This will allow you to use the Multiple Signatures tool.
2. Add a new Audit Type and add the form to it. The Audit Type will be selected when a new audit is being created.
3. Create a new audit, then add multiple signatures by filling out the audit form.

To create an audit form with multiple signatures:

1. On the left column, go to Settings and click Form Builder.
2. Input the Multiple Signatures tool into the form.
3. Click Save Form.

To create a new audit type:

1. On the left column, go to Settings, and click Audit Types.
2. Click New Audit Type.
3. Enter the Name, and Description into the text boxes.
4. Enter the Period Months and Days.
5. Select the Audit Form you previously created with multiple signatures from the dropdown options.
6. Enter the Target of Score and Cost.
7. Click Save & Submit.

1. A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields.
2. A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work.

This is required before you can create an Audit Type:

1. Create Audit forms.

1. If you are missing the Audit Form you would like to add you can create it using the link below the 'Form' field in the audit type setup screen: 'You can also add more Forms to the system from here'.
2. Be cautious that when you click this button, you will be taken to the 'Form Builder' module and the details you have entered will be lost.

To create a new audit:

1. On the left column, click Audits.
2. Click New Audit.
3. Select the Audit Type you have previously created.
4. Enter the expected completion date.
5. Select the Subcontractor, Store, Location and Project from the dropdown options.
6. Enter the cost.
7. Click Save & Submit.

1. A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields.
2. A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work.

This is required before you can add multiple signatures to an audit:

1. Create Audit forms.
2. Create Audit Types.

1. If you are missing the Audit Type you would like to add you can create it using the link below the Audit Type field in the audit setup screen. Be cautious that when you click this button, you will be taken to the Audit Types module and the details you have entered will be lost.

If you also want to add Subcontractors, Stores, Locations and Projects:

1. Set up Subcontractors
2. Set up Stores.
3. Set up Locations.
4. Set up Projects.

To add multiple signatures to an audit:

1. On the left column, go to Audits.
2. Click on the audit that has been previously added.
3. Scroll down to the Forms Section.
4. Enter a digital signature.
5. Click Save Changes.