Setup
Introduction
Dynaway's Electronic Signature uses the electronic signature functionality built into Finance & Operations. Follow the steps below to get set up for working with electronic signature for maintenance checklists.
- Prerequisites
You have a Dynaway Electronic Signature license from Dynaway.
License Configuration Key
Enabling the Configuration key for Signatures is the first step in setting up Electronic Signatures for maintenance checklists. This will activate a new set of menu items that you need to use for the setup.
- Go to System administration > Setup > License configuration and tick the box for 'Electronic signature' to enable the Configuration key.
- Tick the box for 'Dynaway Electronic Signature' to enable the use of electronic signatures for maintenance checklist measurement lines and reviewing signatures in the Signature Overview page.
- The next step is to use the menu to go to Electronic signature, as shown in the screenshot below.
Electronic Signature Parameters
Electronic signature parameters are used for signature alert recipient, comment requirement, and timeout.
Go to Organization administration > Setup > Electronic signature > Electronic signature parameters to set it up.
Electronic Signature Requirements
Use the Electronic signature requirements form to enable the functionality.
- Go to Organization administration > Setup > Electronic signature > Electronic signature requirements.
- On the Electronic signature requirements form, select 'Asset management - Work order maintenance checklists'.
- In the field to the right, toggle the button to say 'Yes' to enable signatures for measurement checklist line.
Set up Electronic Signature on Maintenance Checklist Lines
Once you have enabled the functionality for maintenance checklists, you can now specify which maintenance checklist templates of the type measurement should require a signature. To do this, go to:
- Asset management > Setup > Maintenance Checklists > Maintenance checklist templates.
- Select a line, and in the line details, toggle the Signature required button to say yes.
- Work orders with the selected maintenance checklist template lines of the type measurement will now require a signature.
Reason Codes on Electronic Signatures
The Electronic signatures reason codes form specifies reason codes for changes requiring signatures that in turn are shown in the signature form.
Go to Organization administration > Setup > Electronic signature > Electronic signature reason codes to set up reason codes.
User Setup
User setup should be performed by each user who will be working with electronic signatures. This can be done by going to Settings in the upper right corner > User options > Account.
Get certificate
All users need to generate their own digital certificate attached to signatures.
Click 'Get certificate' in the 'Electronic signature' tab, and you will be prompted to enter a password that will be used to generate your user-specific digital certificate. Passwords should follow best practices in your organization (length, upper and lower case letters, numbers, and special characters, etc.). The password is required during the electronic signing process.
Reset certificate
If you need to reset a certificate, Click 'Reset certificate' in the 'Electronic signature' tab to reset the certificate linked to your user profile.
