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Choose who signs off and who sees what

Set the default people who counter-sign write-ups, and find where roles and section access live.

Checked against the screens:

Every organisation can choose its own words for the people and roles it works with. When you are signed in, this guide uses your organisation’s words. Otherwise it uses the product’s own.

For admins. Others are told admin access is needed. This page points to People for invitations and roles.

Steps

  1. Open Sign-off routing.
  2. Under Organisation defaults, choose the default sign-off manager and DSL.
  3. Check the page says the change was saved.
  4. For one mentor with a different arrangement, find them in the list.
  5. Change their line from the default to the person you want.
  6. For invitations, press Open People roles and access.
  7. For who sees which section, press Manage section access in People.
  8. Look at Chase emails for reminders sent to the team.

If it goes wrong

  • If the routing request is refused, ask an admin to check your access, then reload.
  • If a change cannot be confirmed, press Reload sign-off routing and check before trying again.
  • Anyone with access can still cover when needed. Routing only sets the default.
  • If a leaver is the default, change it before they go.

How it links together

Changes here decide who is asked to counter-sign. Section access and invitations are managed in People; see the guide on inviting a person. Chase emails use the same people.

Where a write-up goes to be signedThe default person is used unless a specific one is set.
  1. Write-up sentBy the mentor
  2. RoutingDefault or personal
  3. SignedBy the manager
  4. DoneShows as signed

What this page is now

Invitations and roles moved to People. This page keeps the routing of sign-off and a link to the chase emails. The text at the top says so.

Sign-off routing

When a mentor sends in a write-up, it goes to a default person to counter-sign. The organisation default covers anyone with no specific person set.

Per-person choices

Search for a mentor and choose a different manager or DSL for them. Choose use organisation default to put them back.

Section access

Section access switches parts of the system on or off for each person. Each starts from a sensible default for the role. Safeguarding sections are marked. Admins always have full access.

Seats

Invitations and starter accounts use seats. Withdraw an invitation nobody will accept to free the seat.

Chase emails

The chase emails section links to the reminders the team receives for late write-ups and plans. Read it before changing who is chased.

Questions people ask

Who counter-signs write-ups?

The default manager set here, unless a specific person is set for that mentor.

Why can't I open this page?

It needs admin access. The page says so.

Where did the invite form go?

To People, under Roles & access. This page links there.

Can someone else cover sign-off?

Yes. Anyone with access can cover. Routing only sets the default.

How do I switch off a section for one person?

Use Manage section access in People. Safeguarding sections are marked.

What if I change a default by mistake?

Change it back. The page confirms each change and lets you reload the current routing.