Signing Off on a Group of Activities Using the Activity Search
Managers who receive training activities for employees are able to sign off on a group of activities by using the Activity Search function.
Managers can sign off either by searching for a user and signing all training activities for that user, or by searching for a document and signing all activities for that document.
To sign off on a group of activities with one signoff:
- You can do an Activity Search from your My TMS page or select the Activity Search on the Reports page.
- Expand the Filter Search and select the training Activity Type from the drop-down list.
NOTE: You must select the training activity to invoke the signoff function.
NOTE: The training activity type may have a different description based on changes made by your site administrator.
- Enter information for the individual document or the individual user for group signoff.
NOTE: You must select a user or a document as well as the activity type to invoke the signoff function.
- Click the Do Search button.
The system will return the group of activities with a series of buttons.
- Click the Select All tab for training signoff.
- Unselect any employee whose training may not be completed by clearing the Training Sign Off checkbox located in the far right column.
- Click the Sign Off button to enter your password for signoff.
The system prompts for a password and allows you to enter manager comments. For example, you could note any special training that was performed: “We observed the individuals perform the procedure during a group training session.”
After signoff, the following operations occur automatically:
- Training activities are removed from My Activities.
- Training information is updated for each user or document.
- An official e-signature is added to the training record.
- The system will date and time stamp when signoff occurred.
NOTE: The date and time stamps are based on the location of the server time zone and not the location of the individual PC.
- The system will record who signed off on training.
- Any Manager Comments will be added to the training record.
NOTE: This group signoff is for employee signoff only; managers will still need to signoff individually on their own personal training activities.
NOTE: All group signoffs are by document or user and training activity type.
NOTE: It is recommended that, if using the Notification to Manager option, an individual whose activities are sent to a manager should be assigned to only one department location.