Blog

Did you know that… Blue Mountain RAM can collect electronic signatures on records according to the rule governing the record?

Rules are the mechanism for instituting and controlling all Electronic Signatures that you wish to collect in Blue Mountain RAM. Within one rule, each of the rule’s states may host one signature chain -a chain being one or more signatures collected to achieve one purpose. For example, two supervisors signing an “Open” status work record so it can be moved to the “Closed” status. This chain has two signatures that together authorize the closing out of a work order.

The definition of each signature chain is configured in the rule: the number of signatures, each one’s reason, and which users may sign each reason. Additional behaviors such as: a record cannot transition until signed, or that a completed E-signature chain automatically advances the record to a certain status, can also be applied. Notifications can be sent based upon needed, performed, or completed E-Signatures.

Thinking about the following list of questions will ready you to design your own electronic signature chains.

Which states of the rule should collect signatures?

FOR EACH STATE COLLECTING AN E-SIGNATURE CHAIN…

What purpose does the E-signature chain serve? Why is it needed?

How many signatures are needed?

What Reason does each signature serve? Who can sign each Reason?

NOTE: Each Reason equates to one collected signature. If one “Review” and one “Approval” signatures are needed, the signature chain of Reasons will be: Review – Approval. If two “Approval” signatures are needed, the signature chain of Reasons will be: Approval – Approval.

What purpose does the E-signature chain serve? Why is it needed?

How many signatures are needed?

What Reason does each signature serve? Who can sign each Reason?

NOTE: Each Reason equates to one collected signature. If one “Review” and one “Approval” signatures are needed, the signature chain of Reasons will be: Review – Approval. If two “Approval” signatures are needed, the signature chain of Reasons will be: Approval – Approval.

Can a signer sign one Reason more than once?

Can a signer sign more than one Reason within the
signature chain?

Should Notifications related to the E-Signature(s) be
sent? To who?

– E-Signature Required

– E-Signature Applied

– E-Signature Chain Completed

Should an incomplete signature chain prevent the record from transitioning?

Should a completed signature chain automatically transition the record? To what state?

Can any fields or grids be edited without invalidating a complete E-signature? Which ones?

When you know the signature chain you want, you implement it by 1) Which rule you put it in, 2) Which status/state of the rule you put it in, and 3) Which records are governed by that rule. 

For more information, consult your Blue Mountain RAM manuals. If necessary, contact us for downloads of the manual PDFs. Consider attending a Blue Mountain Regulatory Asset Manager Training to learn about this subject as well as many, many more! Visit www.coolblue.com to learn more about training and schedules.