How to Sign Off and Add Signatures to Applications
This guide will explain how utilise the Application Sign-Off & Signatures features on eAssessor Pro.
This feature contains two elements: the provider signature, which allows you to set a generic signature for any new learner applications, and the ability of individual System Admin/Admin users to set their own personal signature using the 'Profile' icon in the top right-hand corner of the page. Using the 'Application Sign-Off' button when viewing a learner's enrolment information will apply these signatures to their application PDF.
For a video covering this process, please see the below guide.
The 'Provider Signature' can only be set by System Admin users. To do this:
1. Click Admin, then Organisation in the left-hand sidebar.
2. Click the Branding tab.
3. Navigate to the Provider Signature field at the bottom of the page. Using your mouse, draw the signature you would like to display on learner application PDFs.
4. Click Confirm, then Save.
Adding a personal signature to applications
1. Click the Profile icon in the top-right corner of the page, then click Profile.
2. Scroll to the Signature field at the bottom of the page and draw your signature in the box provided.
3. Click Confirm, then Save.
Once added, this will add both signatures and their relevant sign-off dates to applications when the below steps are followed.
Signing off applications
1. Go to Learner Search and find the learner you wish to sign off. Click on their name.
2. On the Overview page, click Edit beside the enrolment you wish to sign off.
3. Click the Sign Off Application button on the right-hand side of the page.
4. Once done, the application will display the relevant signature below the learner's signature. If you have set your own signature from the Profile page, this will show your signature. If you have not set a signature from the Profile page, it will instead display the generic provider signature.
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