Sign-off Forms Release Notes – DiscoverLink e-learning

DiscoverLink Talent Sign-off Forms & Biometric Authentication

New Content Type Enables E-signature Sign-off

Sign-off Forms are a new content item that can be incorporated into Learning Programs to confirm compliance or agreement with:

Employee handbook review
Harassment prevention policies
Diversity and inclusion policies
Code of conduct policies
Uniform and/or equipment receipt
Skill position certification
Any other sign-offs you require

Download Release Notes

Fully Customizable

Sign-off Forms can be incorporated into any Learning Program, and are treated just as any other content item, with options for prerequisites, sequencing, conditions, bookshelves, etc. Customization options include:

Creating forms in multiple languages
Providing instructions that appear at the top of the form
Defining up to five response options for the form
Including optional comment fields for each item
Identifying red flag responses
Specifying e-signatures required by employees and/or managers, including the option for remote sign-off
Copying an existing Sign-off Form to use as a starting point when creating a new one

E-signature Verified

Sign-off Forms are e-signature compliant so you can easily verify the data entered by the user’s name, unique identifier, date and time, and IP address.
Sign-off Forms can optionally require manager sign-off .
Remote sign-off can be enabled for managers.
Sign-off Forms can be printed if required.

Red Flag Notifications

When creating a Sign-off Form, each question can optionally have a designated red flag response. If a user answers with a red flag response:

A customizable message up will appear to the user upon submission.
System messages and emails will be sent to all managers in that location, informing them that a red flag response has been submitted.
A red flag icon will appear on the Manager’s Dashboard under the learning program in which the Sign-off Form is included.
The Sign-off Form will not be completed, and instead will require manager sign-off to fully submit.

Versioning

Sign-off Forms use versions to maintain the integrity of user responses, even if the form is changed. When an active form is edited, a new version is created, and the previous version is archived. Any users who are assigned the Sign-off Form, but have not yet completed it, will receive the new version. Users who completed the form before the change was made will see the old version, and their answers to it, in their history.

Reporting

Sign-Off forms in Learning Programs can be reported on like any other content item, using the Learning Program and Content reports.

My Training Login

The new Biometric Authentication only works when the Mobile App is set up by scanning the My Training QR code. If the Mobile App is set up by scanning the QR code from the Manager’s Dashboard, the user will not be prompted to enable biometric authentication, since it may be a shared device used by multiple employees in that location.

After scanning the Mobile App QR code on My Training, if the device supports biometric authentication, the user will receive a prompt to enable it. If the user doesn’t choose to enable biometric authentication, they will have the opportunity to enable it later via the My Training page in the Mobile App.

If you have any questions or would like to schedule one-on-one training on these new features, please contact your Client Services Manager at discoverlink@zohosupport.com. Or, click the button below to request a sales demo.

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