Defining Electronic Signature Profiles
Setting up and using electronic signature profiles include these steps:
• Create electronic signature groups.
• Refresh workbench profiles.
• Update workbench profiles.
• Activate profiles.
Overview
Each category is associated with one or more signature-eligible
programs in its own profile. Initially, all signature profiles are empty; they must be refreshed with the QAD-provided information. Category profiles hold values that electronic signature functions use to manage the information retention and reporting process. This information affects electronic signature functions only after the profile is activated.
A category profile:
• Indicates whether signature functions are enabled for the category in general and for specific menu programs.
• Specifies control information that determines how electronic signature data displays when an enabled program runs.
• Maintains a list of tables and fields that defines the data to be signed. This data is included in signature records.
• Defines filters that can be used to determine whether electronic signature requirements apply to all records or only those containing specified values.
The system maintains three sets of profiles: the QAD-supplied default profiles, the profiles you edit in the workbench, and the activated profiles. See
Profiles. When you activate a profile, the system creates a new activated profile by copying your completed workbench profile and setting the begin date. Since the system activates a copy of your workbench profile, you can continue to modify the workbench profile with E-Signature Workbench Profile Maintenance without affecting the active system.
Before refreshing workbench profiles, you can optionally create signature groups to manage several profiles more easily and streamline the data setup process. Once refreshed, modify the workbench profiles with your requirements. You can enable or disable signatures and update filters as needed. When your workbench profiles are complete, activate them and set a begin date. To discontinue signatures, simply update the workbench profile to set E-Signature On to No; then activate it with the begin date set to the date signatures are no longer needed.