Depending on the specific requirements of your environment, you may not need to record electronic signatures for all records of a given type. For example, you might want to require signatures only on inventory transactions involving a specific site or certain items.

QAD-provided categories include filters for selecting or excluding data that must have electronic signatures applied.

Available Filters, by Category indicates the filters that are available in each QAD-provided category definition.

When you refresh a workbench profile based on the QAD-provided default profile, the filter mode is set to indicate that filtering will not be applied. If you choose to set up signature requirements based on available filters, specify appropriate values when you define your implementation-specific profile in E-Signature Workbench Profile Maintenance. See Set Up Filters.

Filters are designed to work either by inclusion or exclusion, as defined by the Filter Mode field in E-Signature Workbench Profile Maintenance. For example, an inclusion filter might be set up to include records by site and location. If you set up the filter criteria with site values of 1000 and 2000 and location values of loc1 and loc2, only records with a combination of one of those sites and one of those locations will require an electronic signature. In this scenario, updating a record associated with site 1000, loc3 would not trigger a prompt for an electronic signature.

In the same example, defined as an exclusion filter, electronic signatures would not be required for records with any combination of the specified sites and locations. Updates to records with any other sites and locations, however, would trigger a signature prompt.

A profile can have either inclusion or exclusion filters, but not both.