Admin Refresh: Electronic Signatures

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This article is part of the series created to provide details on features available when using the Admin Refresh interface.

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.

Important Note 

The Admin Refresh option must be enabled within your portal to access and use this feature.

Table of Contents

 


 
Instructions: How to Build an E-Signature Learning Object

E-Signature Learning Objects are created when either adding or editing an Online Course.  These instructions begin when adding a new Learning Object to the Online Course.

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.

Step Instructions
1. Add Learning Object Beginning from the Online Course > Syllabus section, click the Add Learning Object button.
2. E-Signature

From the pop-up, choose the E-Signature option by clicking its radio button or icon, then click the Next button.

  • This action will update the window to the Add Electronic Signature Lesson form.
3. Name

Enter a Name for the E-Signature Learning Object.

  • This is a required field.
4. Description

Enter a Description of the E-Signature Learning Object.

  • This information will be visible to learners within the Course details section.
5. Electronic Signature Agreement Enter the E-Signature Agreement within the WYSIWYG text field.  
6. Method

Choose a confirmation Method.

Method Type Details
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.

 

7. Save

Click the Save button to save and close the E-Signatures pop-up and return to the Online Course build.

 

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

 

Instructions: How to Configure a PIN Collection

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

Enable Electronic Signatures

Step Instructions
1. Manage Template Beginning from the Dashboard, click the Menu button and select Manage Template.

2. Settings

Click the Settings tab.

3. Profile

Scroll to the Profile section and click to expand.

4. Enable Option

Click the Require PIN Creation for Electronic Signatures toggle button to enable. 

Note: The toggle button will turn blue and display a checkmark when enabled (ON).

5. Save

Click the Save button to save changes. 

 

Notes

  • Learners will have the opportunity to create their own PIN upon 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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