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:
- In the Team Artifacts view, right-click the project area
and select Open.
- In the Project Area Editor, click the Process
Configuration tab. Expand . Click Types
and Attributes.
- 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.
- 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.
- 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.