Signals Notebook: Configuring Experiment Signing Workflows – Revvity Signals Support

The Experiment Signing Workflows feature in Signals Notebook allows administrators to configure comprehensive signature and review processes that meet organizational and regulatory requirements. This article explains how to configure the various aspects of experiment signing workflows, including signing settings, review processes, reopening procedures, and archiving options.

Solution:

Accessing Experiment Signature Workflow Configuration

Log in to Signals Notebook Configuration with administrator privileges
Click on the System Objects smart folder
Select Experiment from the list of system objects
Click on the Workflows tab in the left frame

Workflow Configuration Sections

The workflow configuration is divided into four main sections:

Signing Experiments
Reviewing Experiments
Reopening Experiments
Archiving Experiments

Signing Experiments Configuration

Signing Settings

Setting	Purpose
Prompt all users for their password before signing	Requires users to re-enter credentials before completing the signing process
Require compliance completion before signing	Makes CRAIS checker execution mandatory before signing
Require compliance pass before signing	Prevents signing if CRAIS checker detects irregularities
Require chemical samples to match the originating reactants or products before signing	Prevents signing when reactant/product used to create a sample has changed
Require chemical samples to match entries in the Material Library or an external database before signing	Prevents signing when reactant/product has changed in an external database
Allow add reviewers and keep open	Enables the option to add reviewers while keeping experiment status as Active
Allow sign and add reviewers	Enables the Sign and Add Reviewers signature option
Allow sign and keep open	Enables the Sign and Keep Open signature option
Allow void	Enables the Void signature option
Allow sign and close without witnessing	Enables the Sign and Close signature option
Use this signing statement	Customizes the statement displayed during signing
Allow close without signing	Enables the Close option without requiring a signature
Allow Two Stage Review	Enables the two-stage review feature

Signing Comment Settings

Setting	Purpose
Require user to comment when signing	Makes comments mandatory during signing
Use predefined comments	Provides users with a dropdown list of predefined comments

Reviewing Experiments Configuration

Review Signing Settings

Setting	Purpose
Prompt all users for their password before signing off on review	Requires users to re-enter credentials before completing review
Allow approve	Enables the approve transition workflow
Use this signing statement for Accept, Reject and Approve from In Review	Customizes the statement displayed during accept/reject/approve actions

Accept, Reject and Approve Comment Settings

Setting	Purpose
Require user to comment when accepting/rejecting/approving	Makes comments mandatory during these actions
Use predefined comments	Provides users with a dropdown list of predefined comments

Two-Stage Review Settings

The system provides separate configuration sections for first and second review stages:

First Review Stage Settings:

Custom signing statement for Accept and Reject actions
Comment requirements for accepting/rejecting
Option for predefined comments

Second Review Stage Settings:

Custom signing statement for Accept and Reject actions
Comment requirements for accepting/rejecting
Option for predefined comments

Reopening Experiments Configuration

Setting	Purpose
Require user to comment when reopening	Makes comments mandatory when reopening experiments
Use predefined comments	Provides users with a dropdown list of predefined comments

Archiving Experiments Configuration

Archive Settings

Setting	Purpose
Allow archive and return from archive	Enables archiving functionality for users with appropriate privileges

Archive Comment Settings

Setting	Purpose
Require user to comment when archiving	Makes comments mandatory when archiving experiments
Use predefined comments	Provides users with a dropdown list of predefined comments

Return From Archive Comment Settings

Setting	Purpose
Require user to comment when returning from archive	Makes comments mandatory when returning experiments from archive
Use predefined comments	Provides users with a dropdown list of predefined comments

Saving Configuration Changes

After configuring the experiment signature workflow, click the "Save Settings" button in the upper-right corner of the screen to apply your changes.

Best Practices for Workflow Configuration

Regulatory Alignment: Configure settings to align with applicable regulatory requirements (GxP, 21 CFR Part 11, etc.)
Documentation: Document your workflow configuration decisions and rationale
User Training: Ensure users understand the configured workflow and their responsibilities
Predefined Comments: Create clear, specific predefined comments that meet documentation standards
Regular Review: Periodically review workflow configurations to ensure they continue to meet organizational needs

By properly configuring experiment signing workflows, organizations can ensure consistent documentation practices, maintain data integrity, and support regulatory compliance requirements in their scientific processes.