E-signing Tasks in SciNote blog

E-signing Tasks in SciNote

2 min read

Together with the new Task status flow, we also made some improvements for e-signing Tasks in SciNote. Do not worry, the basic principles for e-signatures are still the same and still comply with the GxP and 21 CFR Part 11 requirements. SciNote is proud to be the chosen solution by the researchers at the FDA.

Signing and co-signing Tasks

You are able to sign or co-sign the Task only in the In review status. Once you move the Task to In review state, the Task gets locked and requires at least one signature, before it can be moved to the final Done state. The Sign task button appears below the task status to the users eligible to sign the Task (all Project members).

Sign task

Clicking on the Sign task button opens the modal window (the same as before), where you electronically sign the Task by entering your credentials, as you are used to.

Sign a task modal window

After the Task gets the first signature, other users eligible to sign (all Project members) can co-sign the Task if needed. There are no upper limits in the number of signatures. When you are done with the reviewing process, you can just move the Task to the Done state, so that everybody knows the Task is considered done.

Revoking signatures

You also have the option to revoke all existing signatures on the Task by the Revoke signatures button. Revoking signatures is similar, but not the same as previous Unlock task action, because revoking does not automatically unlock the Task. After revoking signatures you should return the Task back to the Completed state if you want to unlock it for editing. Only users with higher role than the signeers can revoke signatures (excluding the signees themselves).

Revoke signatures button opens the modal window similar to signing the Task, where you should enter your credentials to revoke all current signatures on the Task.

Revoke all signatures

E-signature records

All signing and revoking signatures actions are logged in the Signatures tab on the Task page and recorded in Activities and in the Audit trail in SciNote.

Requesting electronic signatures