Signals Synergy: Configure the workflow for signing Synergy Experiments in Synergy Configuration

For Administrators only.

1️⃣ Signals Synergy Configuration ➡ select  [Synergy Experiments]
2️⃣ Synergy Experiment Settings pane ➡ select Workflows ➡ select Signing Synergy Experiments
3️⃣ Workflows – Signing Synergy Experiments section ➡ select/deselect options
4️⃣ Workflows – Signing Experiments section ➡ select [Save Settings]

Supporting Knowledge

Available Signing Settings:

• Prompt all users for their password before signing: To mandatory prompt the users to confirm their identities by entering their Signals Notebook credentials before completing the signing process.
• Require compliance completion before signing: To mandatory have users run the CRAIS checker before signing experiments.
• Require compliance pass before signing: To avoid users from signing experiments if the CRAIS checker shows any irregularity.
• Require chemical samples to match the originating reactants or products before signing: To notify and avoid the users from signing an experiment when the reactant or product used to create a sample has changed.
• Require chemical samples to match entries in the Material Library or an external database before signing: To notify and avoid the users from signing an experiment when the reactant or product used to create a sample has changed in a Material Library/external database.

Available CRO Signing Settings:

• Allow CRO to Sign and add CRO Reviewers: The Synergy Experiment can be signed by the CRO Manager/user using the provided checkbox, and additional CRO Department Managers can be added as reviewers. Their review must be completed before the Synergy Experiment can be submitted to the Sponsor.
• Allow CRO to sign and submit without CRO Review: To allow the CRO to submit without having the synergy experiment reviewed.
• Use this signing statement for the CRO: The statement written in the box will be displayed when the document is signed by the CRO.
• Allow CRO to submit without signing: Allows the CRO to submit the Synergy Experiment without signing. The state of the Synergy Experiment will now update to ‘Submitted’.
• Require CRO to comment when signing:
• Use predefined comments for CRO: Predefined comments will be available to users as drop-down options.
  • Sign and Add CRO Reviewers: Comment options can be added or deleted when the "Sign and add CRO Reviewers" option is selected.
  • Sign and Submit: Comment options can be added or deleted when the "Sign and Submit" option is selected.

Available Sponsor Signing Settings:

• Allow Sponsor to skip CRO review and submit: 
• Allow Sponsor to Void: To enable the Void signature option for Sponsors.
• Allow Sponsors to sign and add reviewers: To enable the Sign and Add Reviewers signature option.
• Allow Sponsor to sign and close without review: To enable the Sign and Close option.
• Allow Sponsor to close without signing: To enable the Close option.
• Require Sponsor to Comment when Signing: to require comment upon signing. comment can be predefined or free text.
• Use predefined comments for CRO: Predefined comments will be available to users as drop-down options.
  • Sign and Add Reviewers: Comment options can be added or deleted when the "Sign and add Reviewers" option is selected.
  • Sign and Close: Comment options can be added or deleted when the "Sign and Close" option is selected.

Notes: