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Sign and lock a completed form

It is not possible to sign and lock the entire form. You will need to do this for the individual phases and steps. In this article we will show you how to electronically sign a step or phase. Please note you need the "Sign" right assigned to you.

Sign a phase or step

You can sign individual phases and steps. Open the record for which you want to sign steps/phases. On the left side you will find the phase and step navigator.  In our example, we will sign and lock the step "Inclusion".

  1. When in a record, click on a step or phase. Click on the three dots that appear to the right.
  2. Click on "Sign this phase" for phases or "Sign this step" for steps.
  3. Enter your password to confirm your identity. You can choose to also lock the phase/step in the same instance, to prevent further data entry. Click "Sign" to confirm and to sign the phase or step.      

You will receive a confirmation that the audit trail has been updated. 

Note:  When signing a phase, all of the steps will be signed. 

4. The phase or step will be updated with icons to reflect that it has been signed and or locked:

Furthermore, a warning will be displayed at the top of the data entry screen, warning the user that the current step has been signed and/or locked:

Lock or unlock a phase or step

If you have lock rights, you can also choose to separately lock or unlock a phase or step by choosing the "Unlock this phase" or "Unlock this step" option. See Lock phases and steps

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  1. Castor Support Team

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