Sign-Off Forms

Sign-Off Form Features

A variety of options are available when creating Daily Forms:

• Admin can set “red flag” for quick identification of incorrect responses.

• Optionally include learner comments

• Remote sign-off available for managers

• Ability to drag and drop items when building form

• Ability to preview the form and print in PDF

• Version control to maintain form integrity

• Option to print the form

• All employee and manager signatures are e-signature compliant
  

How to Create Sign-Off Forms

Path: Campus Home > Content > +Content Item > Sign-Off form

1. Choose a language and create a title

2. In the Instructions field, enter general instructions for how to complete the form for the learner

3. Enter up to 5 possible responses to the form items

4. In the Item field, enter the question you want the learner to answer, or the task they should complete

5. Check Enable Comments if you want the learner to elaborate on their selected answer, or describe or report on the task

6. Select a Red Flag Response from the dropdown next to each item if you want one of the responses to trigger a red flag

7. Click + to enter additional items

8. Drag and drop items to specify the order in which the items should be completed

9. Optionally enter a Red Flag Notification to be sent to a manager if a learner submits a Sign-Off Form with one or more red flag responses

10. Optionally select Manager Sign-off, managers also have the option for Remote Sign-off

11. Ensure the Daily Operational Form box is unchecked, so the item can be included in learning programs

12. Click Save

13. If you are finished making changes to your form, click Activate at the top of the form. Once you activate a form, you will not be able to make any more changes to that version

Making Changes to a Sign-Off Form

Sign-Off Forms use versions to maintain the integrity of user responses, even if the form is changed. This means that when a form is edited, a new version is created, and the previous version is saved and archived. Any users assigned the Sign-Off Form, but have not yet completed it, will receive the new version. Users who completed the form before the change was made will see the old version, and their answers to it, in their history.

Assigning a Sign-Off Form

Sign-Off forms that are not designated as Daily Operational Forms can be assigned by adding them to a learning program, just like a regular content item. That learning program can be assigned to a user by clicking on the intersection of the learning program name and the learner’s name on the Manager’s Dashboard.

Red Flag Responses

When creating a Daily Form, each question can have a designated red flag response. If a user answers with a red flag response when completing their daily operational form:

• A customizable pop up will appear to the user upon submission

• System messages and e-mails will be sent to all users with admin levels above the user's admin level, informing them that a red flag response has been submitted

• A red flag icon will appear in the Daily Operational Form column on the Manager’s Dashboard next to that user’s name

• The Daily Form will not be completed, and instead will require a manager sign-off to fully submit

    

About Sign-off and Remote Sign-off

Sign-Off Forms have a remote option for Managers:

• Remote Sign-off: Manager, supervisor, or trainer signs off (validates) the Sign-Off Form any time, any place via the Manager’s Dashboard

Immediate sign-off (on the device the learner is using) is available for both learners and managers.  

Use of remote sign-off is optional even when it is enabled. A Sign-Off form with remote sign-off enabled still also appears on the learner’s My Training page in the normal manner and the learner can open and interact with it at any time. Immediate sign-off is still an option when remote sign-off is enabled.

Reporting on Sign-Off Forms

Sign-off forms in learning programs can be reported on like any other content item, using the Learning Program and Content reports.