How Do I Add Multiple Signatures to an Audit?
Adding multiple signatures to an audit allows multiple users to add their signature to an audit. The 'Form Builder' module includes the 'Multiple Signatures' tool, which allows users to digitally enter a signature.
To add multiple signatures to an audit, you will first need to:
- Create a new audit form in the ‘Form Builder’ module. This will allow you to use the 'Multiple Signatures' tool.
- Add a new Audit Type and add the form to it. The Audit Type will be selected when a new audit is being created.
- Create a new audit, then add multiple signatures by filling out the audit form.
1.To create an audit form with multiple signatures:
- On the left column, go to Settings and click ‘Form Builder’.
- Input any of the tools you want to include in your form.
- Input the ‘Multiple Signatures’ tool into the form.
- Click ‘Save Form’.
2.To create a new audit type:
- On the left column, go to Settings, and click ‘Audit Types’.
- Click ‘New Audit Type’.
- Enter the Name, and Description into the text boxes.
- Enter the Period Months and Days.
- Select the Audit Form you previously created with multiple signatures from the dropdown options.
- Enter the target of score and cost.
- Click ‘Save & Submit’.
- 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.
- 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:
- 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'.
- 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.
3.To create a new audit:
- On the left column, click ‘Audits’.
- Click ‘New Audit’.
- Select the Audit Type you have previously created.
- Enter the expected completion date.
- Select the Subcontractor, Store, Location and Project from the dropdown options.
- Enter the cost.
- Click ‘Save & Submit’.
- 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.
- 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:
- Create Audit forms.
- Create Audit Types.
- 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: 'You can also add more Audit Types to the system from here'.
- 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:
- Set up Subcontractors
- Set up Stores.
- Set up Locations.
- Set up Projects.
To add multiple signatures to an audit:
- On the left column, go to 'Audits'.
- Click on the audit that has been previously added.
- Scroll down to the 'Forms' Section.
- Enter a digital signature.
- Click 'Save Changes'.