Approve records without signature

Vera now has the ability to approve records without signatures. This feature can be enabled for specific records based on your organization’s business rules. Administrators can now configure the approval policy to allow routing of records for approval without signatures. When a user routes a record for approval and that record does not require signatures. Vera imports the record and updates the record status to Approved. The record status will be set to Approved in the source system and the approval route field indicates that the record was approved without signatures.

New feature for 2023.3 release

Follow the directions below to configure the approval policy:

Access the Administration Area
Navigate to the Policy Management Page.
Update the approval policy with the signatures required as false and levels are missing. See sample below for a qTest Run record type.

{
                "Name": "qTest Run Low Risk",
                "Rank": "1",
                "Record Types": [
                    "qTest Run"
                ],
                "Levels": [],
                "Signatures Required": false,
                "Constraints": [
                    {
                        "Type": "Field Is One Of",
                        "Name": "Type",
                        "Value": null,
                        "Values": [
                            "Design Review",
                            "Ad-Hoc",
                            "Exploratory"
                        ],

Add the configured approval policy as a revision or new policy
Click Import

Note that approval without signature can be configured for any approval template.