Navigate to a procedure in EDIT mode and click Procedure Settings.

Get a quick glance of the procedure settings from the Overview Screen for the procedure:

Settings that are disabled will have a strikethrough, whereas steps that are enabled will not.

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:

Strict Signoff can be configured at the individual content block level, allowing procedure authors to require specific inputs without requiring every field within a step to be completed.

When editing a procedure, hover over a supported content block and select the gear icon to open Block Settings. Enable Required to make that individual block part of the step's signoff requirements.

Required blocks are identified with an asterisk and must be completed before the step can be signed off. This allows authors to enforce completion of critical fields, calculations, or operator inputs while leaving other content within the step optional.

Optional Strict Signoff is particularly useful for steps that contain a combination of instructional content and operator inputs. Rather than forcing completion of every available field, only the designated required blocks must be satisfied before signoff can occur.

If an operator attempts to sign off a step with incomplete required blocks, signoff is prevented until all required blocks are completed, any configured validation rules pass, and any required linked procedures have been completed.

Fine-tune settings on the procedure level to control whether or not step skipping, repeating a step, or suggested edits are allowed during a procedure run.

This will apply to the entire procedure on a procedure by procedure basis.

Skip Step: When disabled, participants will not be able to skip steps.

Repeat Step: When disabled, participants will not be able to repeat steps.

Suggest Edits: When disabled, participants will not be able to suggest edit on steps.

(For more information on Suggested Edits check out this article)

In Edit mode of a procedure, you can override the procedure wide settings for individual steps by clicking the gear icon in the top right corner of the step.

These settings will match the procedure settings unless changed on the step itself.

While editing, if the step settings differ from the procedure settings you will see a link icon with a strikethrough.

You can click the arrow to reset back to the procedure settings.

Once the procedure is released, you can see which steps have overrides in the procedure Overview screen represented by icons on the step:

Only the icons that differ from the procedure settings will be displayed, but they will still show with or without a strikethrough to indicate if the setting is enabled or disbaled.

By default, Procedure Settings for a procedure can be edited by any user with Editor permissions or above.

To restrict these updates, including but not limited to defining the Review Process and Enhanced Review requirements for suggested edits, to be performed ONLY by users with Admin permissions, navigate to Settings > Procedures.

Toggle on the setting for Only allow admins to update procedure settings.