Requests: Review Signatures – Net-Inspect

Found within the Requests record's "Discrepancy Tab" (Navigation Path: Requests > View All > [Select Requests Record from table] > Discrepancy Tab).

The Review Signatures section appears at the bottom of the Discrepancy tab. The table displays the review workflow configured by the customer (unless the supplier's license was used to create the record), showing who needs to review the supplier's submission in sequential order.

Users may sign in the Review Signatures table when:

They are the customer
Record status is Pending Review: After the supplier submits the record
Record status is In-Review: Once the first review signature has been applied and your line is the next required to sign

Review Signatures Table

The review signatures table pulls from the customer company's Review Signatures setup configuration and displays the following columns:

Function

Displays the review function names as configured in your company setup (e.g., Engineering, Quality, Procurement).

Assignee

For each "Function", there can be one assignee. Assignees can be:

Individual Users: Only that specific user can sign
Departments: Any user within that department can sign
Workcenters: Any user within that workcenter can sign

Assignees can be changed from the original setup by selecting from the dropdown menu, which groups options by departments, workcenters, and individual users. If you have questions, contact your setup administrator and provide this article to update your department and workcenter alignment or user roles for the module if applicable.

Review Signature

Displays the current signature status and available actions:

Available Actions (when it's your turn to sign):

Sign: Apply signature and move to next reviewer
Return - To Supplier: Send back to supplier for corrections
Return - Previous Reviewer: Send back to previous reviewer in the sequence (assuming you are not the first row in the table)
Close: Complete and close the request immediately
- No other signatures are required and the trailing rows do not need to be deleted

Status Indicators:

Clickable buttons: Your turn to review and sign
"Signed (Name DATE)": Completed signature with reviewer name and date
"Returned to Supplier (DATE)": Record returned to supplier
"Returned to Previous Reviewer (DATE)": Record returned to previous review row (and their signature removed)
"Pending Review": No signature applied (assignee at customer has not reviewed yet)

Email

Displays the email address of the person who signed, pulled from their "Alert and Notification Email" profile setting.

Comments

Shows any comments entered during the signature or return process.

Sequential Signing Process

Review signatures must be completed in sequential order from top to bottom, one at a time:

Only the first unsigned row can take action when status is "Pending Review"
Signatures lock in order - you cannot skip ahead to sign later functions
Each signature enables the next reviewer to take action
Final signature automatically changes the request status to "Closed"

Important: If you utilize the buttons when you expect to, verify that:

The request status is "Pending Review" or "In-Review"
You are assigned to the current row awaiting signature (ie. all previous signatures have been completed)
You belong to the customer on the record
You are assigned to the row
You have the correct roles

Signature Actions and Workflows

Sign

Signs the current review step and advances to the next reviewer. A confirmation modal will appear asking you to confirm the signature and optionally add comments (up to 800 characters). Note, a signature does not mean approval.

Special Feature for MRB Authority Users: If you have the "MRB Authority" role, you'll see an additional checkbox option to "Lock disposition and discrepancy details after signature." When checked:

Makes disposition sections uneditable for all subsequent reviewers
Locks discrepancy information above disposition details
Adds "Disposition Details Locked" note to comments
Cannot be unchecked by subsequent MRB Authority reviewers (must return to previous reviewer to unlock)

Return - To Supplier

Sends the record back to the supplier for corrections or additional information/ documentation. This action:

Changes status to "Requesting Info"
Removes the supplier's submission signature
Allows supplier to make changes and resubmit
Returns to the same review step when resubmitted

Return - Previous Reviewer

Sends the record back to the previous reviewer in the sequence. This action:

Removes the previous reviewer's signature, email, and comments
Allows the previous reviewer to sign again
Note: Disposition and details are locked for the customer and supplier if the previous reviewer is not the user that locked them initially

Close

Immediately closes the record without requiring remaining signatures. This action:

Changes status to "Closed"
Makes the entire record read-only
Shows "Unsigned" status for any remaining review functions

Delete Signature

Available only to the last person who signed. This action allows you to:

Remove your own signature
Return the workflow to your review step
Reopen a closed request (changes status back to "In-Review" or "Pending Review")
Any user with the correct role may delete another user's signature

Managing Review Functions

+ ADD Button

Allows you to add additional review functions to the current record that weren't included by default. This opens the "Add Reviewers" modal.

Select from available functions in your company setup (including ones added to company setup after the record was generated)
New functions are added to the end of the table

Note: You can only add functions that don't already exist in the current table.

Reordering Functions

You can change the order of review functions using the move controls (icons on the far left) if you are the customer, with these restrictions:

Cannot move rows once they are signed
Cannot move rows above completed signatures
Reordering requires confirmation to save changes

Delete Functions

Unsigned review functions may be deleted using the trash icon.

Supplier View

Suppliers can see the Review Signatures table but with limited functionality:

Can see placeholder text indicating review progress
Cannot modify assignees or add/remove/move functions
Cannot access signature action buttons

Access Requirements

To use Review Signatures functionality, you must:

Belong to the customer company on the request
Have appropriate user roles for signature authority
Be assigned to the specific function (individually, or as part of assigned department/workcenter) otherwise the function must be "Unassigned"
The Requests status must be "Pending Review" or "In-Review"

Common Issues & Quick Solutions

"You do not belong to the assignee group. Please contact your account setup administrator."

You are not the assignee or are not aligned with the assigned workcenter or department. If you have questions, contact your setup administrator and provide this article to update your department and workcenter alignment or user roles for the module if applicable.

"I cannot select the disposition dropdown and I am a customer employee"

Either a previous reviewer marked "Lock disposition details and discrepancies" or you do not have the correct role (which is typically MRB Authority). Look at the Review Signatures "Comments" column. If details lock was not applied, please contact your setup administrator.

"Record must be submitted before proceeding."

The supplier must submit the record before review signatures can be applied. The record statuses associated with this includes "Requesting Info" and "Open".

"I need to reopen the Requests record but it is closed."

If you belong to the customer and have the appropriate roles, you can delete the last signature on the record. This will revert the record status to either "In-Review" or "Pending Review" depending on the state of the Review Signature table. To return the record to the supplier so they may add details, click "Return - to Supplier".