How to Sign and Un-sign Assessments
This guide provides detailed instructions on how to un-sign assessments that have already been signed in Suite, along with tips on verifying and re-signing assessments if needed.
1. Introduction
- Purpose: Learn how to locate, sign and un-sign assessments.
- Context: This guide uses a demo site with access to the Signature feature based on security permissions.
2. Accessing the Signature Screen
- Navigate to Clients in the left-hand menu.
- Click on Signature to open the Signature screen.
3. Setting Filters
Program Filter
- By default, all programs are shown.
- You can deselect or select specific programs to refine your view.
User Group Filter
- All user groups are selected by default.
- To adjust:
- Deselect all user groups.
- Scroll or type the name to select specific groups.
4. Viewing Signed Assessments
- The default view displays assessments that have not been signed.
- To view signed assessments:
- Click on the column header to filter by signed assessments.
- Select "Yes" to display only signed assessments.
5. Selecting an Assessment to Un-sign
- Identify the assessment you wish to un-sign.
- Example: Initial ISP for client 310 810.
- Highlight the assessment by selecting the checkbox next to it.
6. Unsigned Confirmation
- Click on the un-sign option in the menu.
- A confirmation prompt will appear. Confirm your action.
7. Verifying the Un-signing Process
- Once confirmed, the assessment will be removed from the signed list.
- To locate the unsigned assessment:
- Change the filter to display "No" under the signed column.
8. Signing an Assessment Again (If Needed)
- To re-sign an assessment:
- Select the desired assessment.
- Click the sign button at the top of the screen.
- Confirm the action to ensure the assessment is signed again.