How electronic signatures work

The steps involved in configuring and executing electronic signatures span the
FactoryTalk® Batch
 product suite.
  • The
    FactoryTalk Batch
     system administrator sets up electronic signature and signoff security.
    IMPORTANT:
    Changing the
    FactoryTalk Directory
     Server after configuring electronic signatures using
    FactoryTalk Security
     is not supported. Doing so may cause Signature Signoffs to fail.
  • Select the signature events to store for use in
    FactoryTalk Event Archiver
     with Reporting Services reports, or other reports. Configure archived events in the
    FactoryTalk Administration Console
    FactoryTalk Batch Services Properties
     dialog.
  • Create signature templates for the area model. To obtain electronic signatures for recipe parameters and report parameters of specific phase classes, configure the verification method and signature template used when creating or editing the phase class. To download all the limits information to the phase logic, map parameter tags and report tags to the appropriate limit tags on the phases. To require signature verification for the execution of specific commands, set up command verification policies in
    FactoryTalk Batch Equipment Editor
     using the created signature templates.
When the master recipe builds, the recipe parameter limits that trigger the verification policy default from the parameter limits specified on the equipment phase. Change these values at the recipe level in
FactoryTalk Batch Recipe Editor
. If a configured phase class requires a signature for deviation of report limits, specify those limits on the report for the phase class in
FactoryTalk Batch Recipe Editor
.
When a batch runs and parameter or report deviations occur requiring signature verification, or the operator issues commands requiring signature verification, the signature list in
FactoryTalk Batch View
, the Electronic Signature HMI Controls, or the
e
Procedure
 client prompts the appropriate users to enter signatures.
All signatures record as Signature events in the
FactoryTalk Batch
 Event Journal viewer in
FactoryTalk Batch View
.
Once signature event data generates, create
FactoryTalk Event Archiver
 reports, or other reports that capture electronic signature data.
This flowchart shows the sequence of tasks in the setup and configuration, execution, viewing, and reporting of electronic signatures:
Electronic signature task sequence
FactoryTalk Batch Equipment Editor, flowchart of electronic signatures
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