Supervisors & Supervisees can view & manage notes needing signatures from the Notes Awaiting Signature page. You can click the note link in the Details column to review note information.
Supervisor - Approve/Sign Individual Notes
- Click the Notes Awaiting Signature icon.
- Click the Supervisor Notes Awaiting Signature/Approval tab.
- Click checkboxes to select note(s).
- Click the Approve or Sign button(s) for each note to complete the action.
NOTE: You can also click the Approve/Sign checked items button to approve/sign all selected notes at the same time.

Supervisor - Approve/Sign All Notes
- Click the select all checkbox next to the Staff column to select all notes to approve/sign.
- Click the Approve/Sign checked items button.
NOTE: you can also click the Approve or Sign button for each individual note.

Supervisor - Select Notes Only for Approval or Sign
- Click the Dropdown menu next to the select all box, then click the link for notes: Select only for approval or Select only for sign. All notes will be selected according to which link you click.
- Click the Approve/Sign checked items button.
NOTE: you can also click the Approve or Sign button for each individual note.
Supervisee - Sign Individual Notes
- Click the Notes Awaiting Signature icon.
- Click the Supervisee Notes Awaiting Signature tab.
- Click checkboxes to select note(s).
- Click the Approve or Sign button(s) for each note to complete the action
NOTE: You can also click the Sign checked items button to sign all selected notes at the same time.
Supervisee - Sign All Notes
- Click the select all checkbox next to the Staff column to select all notes.
- Click the Sign checked items button.
NOTE: you can also click the Sign button to sign individual notes.