Training Materials

Module 6 Approval

Last updated on 21-Aug-2025 by Thomas P. Boesen
Thomas P. Boesen

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boesen@scifeon.com
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This exercise workbook is designed to help you practice what you've learned in Module 6: Approval. Work through each task step by step. If you're unsure, refer to the slide module or Scifeon documentation.

To complete the exercises in this module, please use information from these pages:

  • Submitting a record for review
  • Approving records
  • Electronic signatures with 2FA
  • Reviewing audit trails

Exercise 1: Submit a Record for Review

Objective: Move a completed test or sample record into the 'Submitted' status. Steps:

  1. Open a sample or test record with all required fields filled.
  2. Verify that the record status is 'Draft' or 'In Progress'.
  3. Click 'Submit' or 'Send for Review'. Expected Result: The status changes to 'Submitted', and the record becomes restricted for editing.

Exercise 2: Approve a Submitted Record

Objective: Complete the approval process for a submitted sample or test. Steps:

  1. Open a record with status 'Submitted'.
  2. Review all entered data fields for completeness and accuracy.
  3. Click 'Approve' or use the available approval action.
  4. Add an optional comment, then confirm approval. Expected Result: The status updates to 'Approved' or 'Released' depending on the workflow.

Exercise 3: Apply an Electronic Signature

Objective: Approve a record using electronic signature (if your system supports it). Steps:

  1. Open a submitted record assigned to your role.
  2. Click 'Sign' or 'Approve' with signature.
  3. Enter your password or confirm identity via single sign-on (SSO). Expected Result: A digital signature is added and visible in the history section.

Exercise 4: Review Audit Trail for a Sample

Objective: View the workflow history of a submitted and approved sample. Steps:

  1. Open a sample that has been through at least two status changes.
  2. Navigate to the 'History' or 'Audit Trail' tab.
  3. Review who submitted and approved the record, with date and time stamps. Expected Result: A complete log of all actions is displayed.

Self-Check

Tick each box as you complete the task:

  • Submitted a sample or test for review
  • Approved a submitted record
  • Applied an electronic signature
  • Reviewed the audit trail of a record
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