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The Electronic Signature is an optional feature within the LMS. This feature can be used for instances when the learner needs to ‘sign off on’ a policy or procedure (documents that are viewed within the LMS). When the electronic signature is enabled, learners will be required to ‘accept’ or ‘decline’ (exit the course without completion) the policy or procedure after viewing it online.
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Section 2: Setting Up Electronic Signatures
Section 3: Additional Features
Section 5: How the Electronic Signature Displays
Creating an Attestation Learning Resource
From the Administrator Console, navigate to the Resource tab and choose "Maintain Learning Resources."
Click on New, to create a new learning resource.
Section 1: Overview Tab
Step 1.1
Choose On-Line Training/CBT from the Type of Resource drop down menu.
Step 1.2
Enter a course title.
Step 1.3
Enter a short description (this is only seen by System Administrators). DO NOT ADD A TIME REQUIREMENT.
Step 1.4
Choose “Active” from the Resource Status drop down menu, to make your course Active.
Step 1.5
Choose “Job Aide / User Guide” from the Delivery Method drop down list.
Step 1.6
Choose your Provider group from the Provider drop down list.
Step 1.7
Click Allow Multiple Enrollments if you would like learners to be able to take the courses more than once AND get a new completion date on their history for each time they complete it. If you do not check this box, learners will not get a new completion date on their history for each time they complete the course; only the 1st date of completion will show.
Section 2: Setting up Electronic Signatures
Step 2.1
Select the on-line tab.
Step 2.2
Under Electronic Signature, change the Esignature Type to System Default (Click to Confirm).
Step 2.3
Next, click on the File Manager button in the top toolbar and upload the PDF file learners should view and sign off on.
Tip
Attestations must be PDF documents. Other file types will not work.Step 2.4
Once the PDF file has been uploaded, click the PDF to select the file. The PDF file must be highlighted in blue to indicate that it is selected. Then click the Set Starting Link button. From here you will see a prompt stating that the starting link has been set. Close the File Manager.
In the Resource Links section of the On-line tab, the launch link should now be shown in the Location field.
Step 2.5
Under Tracking Options, set the Compliance Model to AICC and the Score model to “The resource will score itself as complete.”
Section 3: Additional Features
Click the Options button (under the on-line tab) to access additional features regarding the attestation resource.
Use the Options screen to adjust the following settings on the attestation.
Step 3.1 Import Settings from Another Course
This allows you to select the message settings from an existing attestation and copy those same settings into this attestation.
Step 3.2 Content Tab > Text box
Add a message that will appear in the left-hand panel of the attestation.
Step 3.3 Confirmation Tab > Text box
Add a message for learner to see after clicking the confirm button.
Step 3.4 Content Tab >Text for Confirmation Button
Add custom text to appear on the confirmation button for example “I confirm”.
Section 4: Adding Hyperlinks
If you want learners to access external content from the attestation, add a hyperlink to the content section of the Options screen (under the on-line tab).
Step 4.1
First, type in the message and highlight the word you want to hyperlink.
Step 4.2
Once you have the desired text highlighted, click the hyperlink icon.
Step 4.3
The HYPERLINK MANAGER screen will display. Type in or paste the URL address of the webpage that you want learners to be able to access.
Step 4.4
Navigate to the Target field. From the menu, choose “Same Window”.
Step 4.5
Click “Ok” to close the HYPERLINK MANAGER.
Step 4.6
Once you have configure the message settings, click the SAVE button, then click the CLOSE button.
Step 4.7
At this point you can either test launch the attestation by clicking the TEST button or you can SAVE AND CLOSE the learning resource.
Step 4.8
Inform the learner to return to the resource and complete the attestation.
Section 5: How the Electronic Signature Displays
When a document has the Electronic Signature enabled, the document will display in a panel on the right-hand side of the screen, while confirmation text will appear on the left-hand side of the screen. The confirmation text can be customized at both the system and resource level.
Once a learner clicks the Confirmation button, they will see confirmation text that informs them that their response has been recorded and the course will move over to their Learning History.
If a learners choose to exit the course without clicking the confirmation button, the course will remain in Incomplete status on their Learning Plans.