Approval with e-signature

Approve or reject an approval record by re-entering your login credentials. See the history of an approval from its activity stream or its audit history.

Support for Title 21 Code of Federal Regulations (CFR) Part 11

The Approval with e-signature plug-in is validated for Title 21 CFR Part 11 electronic signature requirements. This plug-in is required for compliance to 21 CFR Part 11.

Each time someone approves a record, the system stores this information.

• The printed name of the signer
• The date and time when the signature was made
• The meaning of the signature (approval or rejection)

This information is stored as part of the activity stream and audit history of the record.

Approval tables

By default, Approval with e-signature supports these tables.

• Change Request [change_request]
• Standard Change Proposal [std_change_proposal]

When you add an approval table, any approval for the table needs an e-signature authorization. See Select an approval table to add or remove a table from supporting Approval with e-signature.

Approver Authentication dialog

Approvers must enter their user credentials to change the approval state. If the credentials fail, then the approval remains unchanged. The system checks the user credentials against local user records or an active single sign-on integration.

Approval History

Each Approval [sysapprover_approver] record has an activity stream that tracks changes to it. Approvals made by e-signature are stored as field changes.

Available approval options

The Change Request [change_request] table provides these approval options.

• List options

  The Change Request table provides context menu options to approve or reject records. When someone selects either the Approve or Reject context menu option, the system displays the Approver Authentication confirmation dialog.

• UI actions

  The Change Request form provides UI actions to approve or reject a record. When someone selects either the Approve or Reject UI action, the system displays the Approver Authentication confirmation dialog.

• Change record state

  The Change Request table provides a State field to approve or reject a record. When someone selects either the Approved or Rejected state, the system displays the Approver Authentication confirmation dialog.

User credential sources

Approval with e-signature supports these types of user credential sources.

• A set of local User [sys_user] records.
• A remote identity provider service accessed by the Multi-Provider Single Sign-On (SSO) integration.

User credentials must be set up before enabling Approvals with e-signature. See Creating users to create local User records.

See Multi-Provider single sign-on (SSO) to create an integration to a Security Assertion Markup Language (SAML) 2.0 identity provider.

• Activate Approval with e-Signature plugin
  The Approval with e-Signature plugin (com.glide.e_signature_approvals) allows users to approve requests by re-entering their login credentials.
• De-activate e-signatures
  Use this procedure to de-activate e-signatures.
• Select an approval table
  By default, activating the Approval with E-signature plugin enables e-signature for all tables for which an approval exists.
• Set up an approval from a local database
  Enable users to authorize e-signature approvals using local database credentials.
• Use Multi-Provider SSO to set up an SSO approval for a SAML 2.0 authentication
  An SSO approval with e-signature requires configuration on the SAML IdP and the ServiceNow instance.
• Installed with approval with e-signature
  Installing approval with e-signature installs certain properties.

Parent Topic:Classic approvals