Concept: Track Document Signatures

You can use business process history records to track the status of the document review step. For example, when you click on a process in the

Process Status

worklet, Workday displays the status of all events in the business process, including the

Review Documents

step, in the

Process History

section on the

Process

tab.

When the status of the

Review Documents

step is

Complete

, select

Business Process

Full Process Record

from the related actions menu of the event. Click the

Documents

tab to view the signature, signature type, signature statement, and signature date for every document reviewed as part of the business process. Signed documents may not be visible to certain users in the

Documents

tab if they meet the exclusion criteria of an intersection security group. Example: As a security administrator, you use a role-based security group to restrict access to compensation data among HR Partners and exclude users from the HR Partners security group. You can also view a snapshot of the document at the time that it was reviewed and signed.

In addition, if a worker-related event is completed along with the

Review Documents

step, the event automatically updates the worker document file with the signature, signature type, signature statement, and signature date for every document reviewed as part of the business process.

To view the worker document file for a selected worker, run the

Maintain Worker Documents

report.