Learning Object: Electronic Signatures

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Introduction

The new Electronic Signature (E-Signature) feature allows you to have learners to acknowledge or "sign-off" that they have met the requirements specified during the Course learning path.

This functionality helps industries that require proof that a learner has read and accepted, signed off on, or completed specific steps, providing the learner with confidence that the learner is appropriately identified.

 

Table of Contents

 


 
How to Add an E-Signature Learning Object

E-Signature Learning Objects are created when either adding or editing an Online Course. The following instructions begin from the Syllabus Course Settings section of an Online Course build.

If you choose to use the PIN confirmation method, be sure to configure your PIN Collection prior to beginning to create the E-Signature Learning Object.

1. Click the Add Learning Object button

  • The button is located in the Outline Chapter 1 section of the Syllabus Course Settings block.
  • This action will open a pop-up window.

Note: You can rename Chapter Names. Chapter "#" is the default naming convention assigned.

2. Select the E-Signature Learning Object Type

  • From the Add Learning Object pop-up window, choose the Object option by clicking its radio button or icon, then click the Next button.

3. Add Electronic Signature Lesson Settings

  • Name:  Enter the Object's Name.  This is a required field.  The Name is visible in both the Admin and Learner interface.

  • Description:  Optional: Enter a Description.  The Description provides details about the Learning Object.  It is visible in both the Admin and Learner interface.

  • Electronic Signature Agreement:  Enter the E-Signature Agreement within the WYSIWYG text field.  

  • Method:  Click the radio button to select an option: 

    • Authenticate:  Learners will be required to electronically sign by re-authenticating into the LMS portal with their username and password.  This option cannot be used by learners logging into the LMS via SSO.

    • PIN:  Learners will be required to electronically sign by entering their username and PIN.

 

Notes

  • E-Signatures support one language per Course, as with Courses. If your environment supports multiple languages, you will need to create individual Courses and E-Signature Learning Objects to support each language.
  • The E-Signature Learning Object can be placed anywhere within the Course Syllabus; depending on the Must Complete settings within the Course:
    • All lessons, in any order
    • All lessons, in order by chapter
    • Exams only

 


 

Configure PIN for Electronic Signatures

The use of electronically signing a Course using the PIN method is for clients who employ SSO; however, all clients can elect this choice.

1. From the Admin Interface navigation menu, click Setup

  • A sub-menu will open. Click Templates.
  • This action will route you to the Templates Report.

2. From the Templates Report, choose a template by clicking its checkbox.

  • Once checked, click the Edit button from the Actions menu.
  • This action will route you to the template's settings.

3.  Click the Settings tab.

4. Scroll to the Profile block.  Click to expand.

5. Click the Require PIN Creation For Electronic Signatures toggle button to change its status.

  • Note: The toggle button will turn blue and display a checkmark when enabled (ON).
6. Click the Save button.

7. Click the Return to Admin Template button to go back to the Templates Report.

 

Notes

  • Learners will have the opportunity to create their own PIN upon their next login after the above toggle has been set for their department (or based on department hierarchy).
  • Learners who forget their PIN can have their Administrator reset it for them within the edit user page within the Admin site.

 

 

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