Applying a Signature

The Pencil icon on the promotion arrow in a lifecycle indicates that one or more signatures are required before the object can be promoted.

Use this procedure to apply your signature to indicate:


  • you approve of the object's promotion Or
  • you reject the object's promotion; the object will not be promoted until the signature is changed to approve or ignore Or
  • the signature requirement is not needed and can be ignored

Before you begin: View the Lifecycle page for the object you want to approve (apply a signature); see Viewing an Object's Lifecycle.
Related Topics
Approving or Rejecting a Task

  1. For the promotion you want to apply a signature for, click .



    The Approvals page opens, listing the signatures that are required before the object can be promoted.



  2. Click the name of the signature requirement you want to work on, for example, Senior Design Engineer or Senior Manufacturing Engineer. If the signature name is not hyperlinked, the signature requirements do not apply to the current state. If a signature has already been applied, the comments and approval action you choose will replace the existing signature.



  3. Enter Comments about the sign-off action you are applying.

    If you reject the promotion, you should explain what needs to be done to make the promotion acceptable. If you ignore the signature, you might want to explain why the signature is not needed. Other users will see your comments when they view signatures for the object.

  4. Choose an approval Action.


    • Approve. Indicates that you approve the object's promotion.
    • Reject. Indicates that you reject the object's promotion. Enter your reasons in the Comments box. The object cannot be promoted with a Reject signature.
    • Ignore. Indicates that this signature requirement is not necessary for promotion.

  5. Click Done.

    If you chose an action that the object's policy does not allow you to perform or if you do not have access to fulfill this signature requirement, the system presents an error message that tells you why the signature cannot be applied. For example, the policy might allow you to approve the promotion but not to ignore it.

  6. Your system might be configured so the Verify Password page opens. If so, you need to enter your password for security reasons. Enter the Password you use to log in and click Done.

    The Approvals section of the Lifecycle page now shows your user name next to the signature, the comments you entered, and the action you chose.