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Digital Sign Off

Digitally Sign off your published risk assessments

Philippa Bone avatar
Written by Philippa Bone
Updated over 3 years ago

Safety365 makes your assessments more authentic as it now allows you to add a digital signature before publishing them. If you are a Super User go to Risk Assessment Settings, and under the Publish Options allow digital sign off by switching on its toggle.

You can select from

  • Allow Digital Sign Off - This will allow all users to sign the published assessment only if they are assigned the signee

  • Allow Digital Sign off to All Users - This will allow all users to sign the published assessment without receiving the email

  • Allow Digital Sign off to Assessment Previous Revisions - This will allow users to be able to sign previously published versions of assessments.

  • New Feature: Once you have signed the assessment, a new prompt will allow you to subscribe to the assessment automatically! This will help you keep up to date with the latest revisions and updates on that assessment. For more on this new feature, click here.

Each user can set their digital signature in the Personal Info section under My Details. From there, you have the option to draw a signature, or just upload an existing one.

In section 9 of the assessment, switch on the toggle for including the sign off sheet, and select the names of the signees by clicking the Select Signee button.

Select a name or more under the Non-signees box and click the single arrow pointing right to have the chosen names appear in the Signees box. You can also click the two arrows pointing right if you want to automatically select all the names under Non-signees.

Click Save Signees at the bottom of the page and publish.

Assigned Signee

If you are an assigned signee, you will receive an email with a convenient link that will prompt you to login.

When you have, select Actions and go to View Published Files. Once you view the published file, you can add your signature by clicking the Sign Assessment button. You can still manually do this process even without a prompt email and can choose among the assessment file versions you want to fill in.

The Sign Assessment button will route you to the sign off sheet where you can add a new or existing digital signature. The system will then ask for your confirmation through the given terms and conditions before you accept and sign.

With digital signatures, you provide your assessments legal validity, and security. Moreover, you also get more accountability from each person involved.

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