Inventory: Witness Signature Workflow

You can assign a Witness to every transaction logged in the facility and patient inventories. These Witnesses must sign off on the transaction before the medication can be reconciled. 

Important: Only users with access to Inventory can be assigned as a witness. 

Requesting Witness Signatures

Witness signatures are only required for the Disposed Transaction type. If your facility does not require a witness for disposal, you can choose yourself from the drop-down.

All other transactions allow for an optional witness signature. 

From the Add Transaction, window, begin typing the name of the person in the Witness field and select the user from the auto-complete list 

Applying a Witness Signature

Users added as witnesses to transactions can sign using the following instructions. 

Facility

1. Navigate to Inventory > Facility.
2. Click Witness Transactions. 
3. The Witness Transactions overview page contains all transactions that require your signature as a Witness.
4. To sign all transactions, click the Witness Signature button at the top of the page.
5. Sign in the I witnessed all the transactions box.
6. If you'd like to review the individual transaction, click on the Transaction to review and sign.

Patients

1. Navigate to Inventory > Patient.
2. Click Witness Transactions. 
3. The Witness Transactions overview page contains all transactions that require your signature as a Witness.
4. To sign all transactions, click the Witness Signature button at the top of the page.
5. Sign in the I witnessed all the transactions box.
6. If you'd like to review the individual transactions, click on the Transaction to review and sign.
7. You can also witness transactions for a specific patient. From the Patients inventory, select a patient from the drop-down. Click Witness Transactions to review and sign.  

The Witness Transactions button will disappear when you have no pending signatures and re-appear as soon as you are assigned as a Witness to new transactions.