E-Signatures: Advanced Signoffs

How to set up Electronic Signatures to fit FAA requirements (EBIS PRO version only)

See also: Work Order: Item Signoffs

Feature Notes for Advanced Signoffs

• • Advanced e-signature signoff options are found in Config > Lists > Item Signoffs (under Work Orders)
    (Green = Enabled; Grey = Disabled)
    •  “E-Sign”
      
      • Enable this is for “e-signature” signoffs on work orders
      • Users must have an Advanced Access profile to complete this type of signoff
  • • • Users are required to configure an inspection code that only that user can set, and it is required before any adding/removing of a signoff. 
        • Users can do this from “My account” in the top right corner. Click on Username > My Account
                                 
        • Enter Inspection Code in Inspector Code field
        • Or click on the Edit Icon next to Inspection Code field to reset new code
          
    • "Lock C/Action"
      • Enabling Lock C/Action allows the CORRECTIVE ACTION to be LOCKED once the specified signoff has been completed
    • "Lock Item"
      • If Lock Item is enabled, the entire ITEM will be LOCKED when a specific signoff occurs
      • This is an ultimate lock with no overrides (aka “edit when finished” type of access)
      • Normally, users can’t add/remove signoffs if the item is in “Finished” status, but if the work order item has a Lock Item signoff, this is allowed (otherwise everything becomes locked and there is no way to unlock it).
    • "Stop if Outstanding Parts"
      • If Stop if Outs. Parts is enabled, signoff is not allowed when there are outstanding parts (qty need > qty used)
      • Also prevents the user from adding parts that are qty need > qty used
    
    
    
  • ALL CITY OPTIONS options for Work Orders > Item Signoffs
     
    • Inspection Code: Minimum Password Length
      • Default is 6 characters
    • Inspection Code: Password Requirements
      • If none, alphanumeric, or numeric (for a “PIN”) is set
    • Inspection Code: Account Requirements
      • If users are allowed to make e-signature signoffs from any user account, or if they have to be logged into their own. Note that if users complete a signoff that requires a code from any machine, they have to enter both their last name and their inspection code for authentication.
  • There is additional logging occurring for these “Req. Code” signoffs about the current user account, IP address, etc.  
  • Note that the “Item: Signoff - Remove Others” access profile option will continue to work for these new “Req. Code” signoffs, but it will make additional logging about this.

The Signoff screen