E-Signature Planning Steps

QAD 2017 Enterprise Edition > User Guides > Security Administration > E-signatures > Overview > E-Signature Planning Steps

Before e-signature processing can begin, the prerequisite planning steps must be completed.

The first activity in setting up e-signature functions is to plan the extent to which you need to require signatures.

• Determine the types of data that need to be signed based on the regulatory requirements for your specific industry or environment.

• Determine how QAD Enterprise Applications fits into your overall business processes, as well as which specific e-signatures support those processes.

• Complete data mapping requirements for records and available signatures.

• Determine security requirements for signed records; for example, assign appropriate role-based security to prevent users who should not sign records from accessing the programs that require signatures.

Note: E-signatures should be part of a detailed security plan to meet your overall business requirements.

Regulatory agencies are often specific about the types of data that must be signed, as well as the role of the signing individual—verifier, approver, and so on. Before you start the implementation, be sure that your signatures meet the needs of the appropriate regulatory agency. While the system offers a range of programs, tables, and fields that can be included in signature processing, you might not be required to implement more than a few.