Depending on your role permission, you can apply an electronic signature to attest that data has been reviewed and deemed to be accurate. Electronic signature requirements are configured by the sponsor who determines which data points require an electronic signature. Some users, as determined by the sponsor, and depending on the role action permission can only see data points that require signatures but cannot sign them.
As an investigator, you can sign forms if you have Sign role action permission. If you have the Can Batch Sign Role permission you can sign a subject from the subject or grid view pages, sign a folder or form and/or all folders or forms requiring signature from the grid view page.
Investigator signature together with date and time information can be obtained at the:
Form level
Folder level
Subject level
Data points on a form can be configured to require signature using one of the following options:
Place a signature field eSigPage on the form
Create an edit check with check action RequireSignaturePage
Set a form level property requiring signature.
Data points within a folder can be configured to require signature using one of the following options:
Place a signature field eSigFolder on a form within the folder
Note: If you have permission to batch sign, then the folder can be signed from the grid view page. If you do not have permission, then the folder can only be signed from the form containing the eSigFolder field.
Create an edit check with check action RequireSignatureFolder.
Data points for a subject can be configured to require signature using one of the following actions:
Place a signature field eSigSubject on a form for a subject.
Note: If you have permission to batch sign, then the subject can be signed from the calendar on the subject page. If the you do not have permission, then the subject can only be signed from the form containing the eSigSubject field.
Create an edit check with check action RequireSignatureSubject.
If a form, folder, or subject is configured for signature, the signature field appears on the form as configured with the configured pre-text. If you cannot sign, the signature field does not display.
For further information, see Applying eSignature.
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