How to Assign and Edit Signers Associated with a Skill Module

Designate any employee to be authorized to train and sign-off on skills of others.

You may designate any employee to be a Signer for a specific Skill Module that they are authorized to train and sign-off others on. Each Skill Module should have multiple Signers assigned to it. Employees can be designated Signers and have Training Checklists that they have been assigned.

Designating Signers is best done when creating or editing a Skill Module. You may view all Skill Modules an employee is assigned to as a Signer in the Settings in the Employee’s Account.

You can set an individual’s signing permissions from their employee profile settings page or you can assign them as Signers in the edit screen for a particular Skill Module.

Under the tab “My Trainees”, designated Signers will be able to see the Employees assigned the Skill Modules that they are designated Signers for. They can then click into that employee’s Skills Module with the Training Checklist to sign off on Skills. 

Signers can sign-off on a trainee’s skill with a click of a button and it will record their name and date that the skills were signed off.

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