How to sign a task using an electronic signature?

SciNote's 21 CFR Part 11 add-on allows you to sign off on a task that requires a signature approval. This helps users to perform a typical laboratory workflow like they would with paper laboratory notebooks. 

Before reading this article we suggest you read through the article about Task statuses here.

Signing a task in SciNote prevents any further modifications to the task such as adding comments, results, or assigning samples. 

To sign a task please follow the steps below:

  1. Confirm that your assigned role on the project that contains the task is technician, user, or owner.
  2. Navigate to the relevant task.
  3. Move the task status to In Review (to learn more about the status please read this article).

    How to sign a task using an electronic signature
  4. In order to finish the task (i.e. moving it to the final status - Done), you will need to e-sign the task first.
  5. Once the task is locked, SciNote will send a signature request to all project members (except for anyone with the Viewer role). As soon as one project member signs the task, others will not see the request anymore. 
  6. To sign the task, click on Sign task button in the top right corner of the task page.How to sign a task using an electronic
  7. In the new window that pops up, click on the Sign button.
    How to sign a task using an electronic
  8. Next, you will be prompted to input your SciNote credentials. If you would like to notify someone of your action when you are signing, rejecting, or revoking a signature, you may do so by mentioning their name in the comments. You can type @ followed by their name to mention them.      How to sign a task using an electronic
  9. Finish by clicking Sign task.     

If your organization uses 2FA (two-factor authorization) and SSO (single sign on) you may sign a task using your username and 2FA code.

If you would like to learn how to co-sign a task, please see this FAQ. To learn how to revoke signatures, please see this FAQ

To learn more about electronic signatures and other 21 CFR Part 11 requirements in SciNote watch our video tutorial below. You can also read more about compliance with Title 21 CFR Part 11 here.

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