_ESF - Configuring Electronic Signature Fields

Electronic Signature Fields app contains the following custom fields for signing tickets:

• Logged User Validator Field - validates username and password of a system user according to Title 21 CFR 11.
• User Validator Field - validates password of a currently logged in user according to Title 21 CFR 11.

Adding electronic signature fields to the issue

To configure the  User Validator or Logged User Validator field, perform the following steps:

1. Go to Jira Administration > Issues > Custom fields and add a new custom field.
2. Select User Validator or Logged User Validator, and click Next. 
   
   
   
   
3. Give a name and description to your field and click Create.
   
   
   
   
4. Select issue screens where you want your field to be visible and click Update.
   
   
   

As a result, you will have the electronic signature field on the selected screens, and users will have to enter valid credentials when editing tickets.

Requiring electronic signatures on ticket transition

When you add the electronic signature fields, the credentials are required when a user attempts to edit the ticket. In addition to this you can also require users to enter credentials when they move tickets from the "In progress" to "Done" status.

1. Go to Jira Administration > Issues > Screens.
2. Select Workflow Screen and click Configure. 
3. Add your custom field to the screen.
   
   
   
   
4. To assign the Workflow Screen to transition, go to Issues > Workflows. 
5. Click Edit for a project where you want to modify the workflow. Click a Diagram view. 
6. Select the transition where you want the signature to be required. The configuration panel appears. Click Edit. 
7. Select Workflow Screen from the dropdown menu and click Save.
   
   

Now users will be required to enter credentials in the Electronic Signature field when moving tickets from "In Progress" to "Done". 

Requiring electronic signatures on bulk transitioning

In addition, you can also require users to enter credentials when they move several tickets at the same time (bulk operation) from  In progress to Done status.

1. Add Electronic Signature custom field to the Workflow Screen and assign it to necessary transition.
2. Select your tickets, go to Jira Tools  and click Bulk change.
   
   
   
   
3. Select the Operation and the Operation Details that you need.
   
   
   
   
   

Now users will be required to enter credentials in the Electronic Signature field when moving tickets from In Progress to Done status.

Requiring electronic signatures on tickets creation in Jira Service Desk

To add the User Validator or Logged User Validator field to your Jira Service Desk project, perform the following steps:

1. Go to Project Settings > Request types > General.
2. Click Edit fields for the necessary request type.
   
   
   
   
3. Click +Add a field, select your electronic signature field and click Apply. 
   
   
   
   
4. To make the electronic signature field required, click Yes. 
   
   

That's it. Electronic Signature field will now appear on the selected request type.

Locking signatures after a number of failed login attempts

1. Go to Jira Administration > Add-ons > Electronic Signature Fields > Configuration. 
2. Following settings are optional but they allow you to change credentials validation rules. 
   
   

That's it. Electronic Signature field will now be validated according to selected settings.

See also

ESF - Using Electronic Signature Fields