Requiring E-Signatures

For compliance purposes, your organization might require users to provide electronic signatures at specific points during the workflow of a work item. You can configure this requirement by adding the E-Signature attribute, presentation, and a precondition to a work item type.
About this task
This topic shows how to require users to provide an electronic signature when they change work item approvals.

To configure a work item type to require an E-Signature:

  1. In the Team Artifacts view, right-click the project area and select Open.
  2. In the Project Area Editor, click the Process Configuration tab. Expand Project Configuration > Configuration Data > Work Items. Click Types and Attributes.
  3. Select the work item type category, such as Defect. In the Custom Attributes section, click Add. Enter a name for the electronic signature attribute, such as E-Sig. Select E-Signature in the Type field. Click OK. Click Save to save the project area.
  4. Click Editor Presentations. In the Editor Presentations list, expand Approvals. Select Approvals (layout slot: <None>). Click Add Presentation. Select E-Signature in the Attribute field. Click OK. Click Save to save the project area.
  5. Expand Team Configuration and select Operation Behavior. In the Operations grid, click the cell in the Save Work Item row for the role for which you want the E-Signature requirement to apply. In the Preconditions section, click Add. Select E-Signature and click OK. In the Type table, select the work item type, such as Defect, that contains the E-Signature attribute. Click Edit. Select the approval type, such Approval, Review, or Verification, for which you want to apply the E-Signature precondition. Click Save to save the project area.
Results
The work item type is now configured so that when users save work items that have modified approvals, they must enter their passwords in the E-Signature field on the Approvals page of the work items. For example, when users attempt to save a work item after they change an approval status from Pending to Approved, they must enter a password.

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