eBR - Performer & Verifier In The Same App

Support, Troubleshooting, & Help
1

Hello,

We are creating electronic batch records and have a situation where two technicians can be working on the same batch record but under different roles.
For one step, technician 1 would be the performer and technician 2 would be the verifier. A few minutes later, those roles can be switched and the verifier now becomes the performer and vice versa.

Is there a way to configure the signature widget to accommodate this request without having to log out and in?

Thank you.
Gerry

1 Like
2

Hi Gerry,

Thanks for reaching out about configuring signature widgets for different roles in your electronic batch records without requiring logout/login.

Yes, you can configure signature widgets to accommodate switching performer/verifier roles within the same app session.

Here’s how to set this up:

  1. Create separate signature widgets for each role (one for performer, one for verifier)
  2. Configure the Signee setting for each widget using the “A specified list of allowed users” or “A user group” option
  3. Set the Signature Meaning field to clearly indicate the role (“Performer Verification” vs “Verifier Approval”)
  4. Use conditional logic in your app steps to show the appropriate signature widget based on the current role assignment
  5. Consider using variables to track which technician is in which role for each step

This works because the Signee configuration controls who can execute each signature action, allowing you to restrict specific signatures to specific users without requiring re-authentication. Electronic signature widgets

You might also want to use user groups if roles change frequently, as this makes user management easier than maintaining individual user lists.

Let me know if that clears it up or if you need help setting up the conditional logic for role switching.

3

Nicolo - thank you very much for the detailed steps.
We are evaluation this option with the customer.