This guide will explain how utilise the Application Sign-Off & Signatures features on eAssessor Pro.
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This new update comes with 2 new features. Firstly the Provider Signature, this will allow you to add a Provider Signature to the platform and this will be added to any Applications going forward. Secondly the Application Sign-off, This will allow admins to add their own signature, via the Profile button in the top right, then once clicked the Application Sign-off Button on a Learners Enrolment, their signature will also be added to the application, Along with a Sign-off Date.
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Before we begin, you are required to do 2 steps for all features to work.
Firstly, a Provider Signature must be added first, this can only be actioned by someone with the System Admin permissions. This can by done by:
- Click on the Admin Drop-down, then Organisation.
- Click on Branding at the top
- Scroll down to Provider Signature, draw your signature, then click Confirm.
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This is where you can add a Provider Signature which will appear on all learners application forms.
Next we need to add a signature to our profile for Application Sign-off's.
- When logged in, click your profile icon in the top-right then click the Profile button.
- Then scroll down the your signature box, repeating the Same steps as before, Drawing your Signature then clicking confirm.
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This signature will need to be your own as this will be shown on the application when you sign it off.
Once added when you Sign-off an Application, your Name, Signature and Date Signed-Off will be added to the bottom of a Learner's Application.
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To Sign-Off an Application Follow the steps below.
- Navigate to the Learner Search Page, find the learner you wish to Sign-Off and Click on their Name.
- Once on the Learner's Overview, Click the Edit button on the course you wish to Sign-Off the Application.
Next, in the right Action box, you will see a Blue Sign-off Application button. Once Clicked and Confirmed, this will sign-off the application by adding your signature to the PDF along with the Date.
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Please ensure you have the correct signature applied, as this action cannot be reversed!
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Once done - if you re-download the Learners Application, it will look something like such:
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