Collaborate’s Sign-Off feature allows you to implement a supervisory sign-off process for Cases and/or Services.


It's a two-step process, involving a requester (employee) and a reviewer (such as a supervisor or administrator). 


Check out our On-Demand Video demo of Sign-Offs:


In this example, we have an advocate that requires a Sign-Off from their supervisor regarding a Mental Health Referral service that they have provided to their Client.

The first step of the Sign-Off process is for the requester to request a Sign-Off by clicking the “Request Mental Health Sign-Off” link, found in the specific Service’s Actions section.

On the next page, the advocate fills out the form, adds any Notes regarding the Sign-Off, and saves the page.

The Sign-Off has now been requested on the Service, and the supervisor has been notified.

The second step of the process is for the supervisor, or reviewer, to review the Sign-Off Request. The Sign-Off Request will appear in a listview on the supervisor’s Home tab, letting them know that they have a Sign-Off to review.

The supervisor then Accepts and Reviews the Mental Health Referral Service that the Sign-Off is associated with. After they have reviewed the Service, they can then Approve or Deny the Sign-Off, or if the Aervice still needs further revision by the advocate, the supervisor can send the Sign-Off back to the advocate.

 

Let’s say the supervisor finds that the advocate still needs to add some more information to the Service, and sends the Sign-Off Request back to the advocate as “Needs Revision”.

The advocate will receive a notification of the update to their Sign-Off Request, which will appear in a listview on their Home tab.

The advocate then accepts and reviews the Service again, updates the Service as needed, and sends the Sign-Off Request back to the supervisor for Sign-Off once again.

The supervisor may now accept and review the Sign-Off Request once more.

This time, the supervisor deems that the Service has been completed and clicks Approve.

Now that the Sign-Off has been approved, a banner will appear at the top of the Service confirming approval.


If you do not already have access this feature, and are interested in learning more about the Sign-Offs feature, please reach out to your Account Manager, or Submit a Support Request for more information.

Sign-offs Feature Series