Navigate to a procedure in EDIT mode and click Procedure Settings.
Enable / Disable Automation
Enable / Disable Strict Signoff
Set the Owner
Add or Create any Master Procedure Tags
Set the Default View to List or Single Card
Select The Project (if applicable)
Designate which role(s) are permitted to START or END the procedure
Select the Data Source (if applicable)
Add Headers / Footers / Variables as desired
Strict Signoff
This setting, which is configured on a per procedure basis, is disabled by default.
Once enabled, the setting will prevent step signoff until all field inputs are completed and passing, and all linked procedures are run and ended.
During a run with Strict Signoff enabled, if an operator tries to signoff on a step that is not completed they will see the following pop-up and the step will not be signed off.
When a procedure is in Review, you can easily see if Strict Signoff is enabled at the top under Procedure Settings:
If Strict Signoff is disabled, nothing will be displayed:
With Strict Signoff enabled, Operators will still be able to Skip or Fail steps that have not been completed.