How to manage your Sign-offs with filters ?
Below are some icons that can be beneficial:
(1) & (2) - These are the types of views namely List view and Explorer view.
(3) - Quick Filters: Quick filter options are available at the top left corner of the Signoff header. You can easily filter scenarios such as: • My Sign-offs • Approved by me • Rejected by me • Pending actions for me • My Overdue Sign-offs • All Sign-offs • All overdue Sign-offs
(4) - Export as XLSX: You can export all Signoff items and their meta information in the form of a spreadsheet.
(5) - Filter by: You can filter the Signoff items by Signoff group, Signoff status, Locked Signoffs, My Actions, Created by, Overdue Status, Stakeholder, and Pending with, as shown below.
(6) - Group by: You can group signoffs by Signoff Group, Status, Due Date, and Tags. The following image displays how the signoff items are categorized by due dates.
Related Articles
How to create Signoff Item ?
Here are the steps you can follow to create signoff item using KTern: Step 1: Click on the “Add Signoff” button. Step 2: This will open a drawer where you can specify the details of the signoff as mentioned below: i. Overview: In the overview tab, ...How to govern Signoff progress?
Signoffs can be governed through Signoffs – List View. Governing Signoffs Through Signoffs – List View To govern Signoffs through Signoffs – List View follow the outlined steps: Get into Signoffs in the transformation hub You will be redirected to ...In signoffs, how can custom filters be added, and how do you remove custom filters that are not required?
The filter for signoffs is available in the List View. Here, the user should apply the necessary filters and check whether the exact data is displayed as expected. Afterward, click on the filter icon, give a name to the filter, and click the "Add New ...How to Securely Confirm and Document Stakeholder Approvals Using KTern.AI’s Signoff feature?
Organizations often face challenges in documenting and verifying stakeholder approvals. KTern.AI's Signoff feature addresses these issues by providing a reliable and efficient way to ensure approval confirmation. This guide will walk you through the ...How can a child signoff be created under a parent signoff?
In the Explorer View, navigate to the necessary signoff item. Under the parent signoff item, the user should click on "+ Add Sign Off Item." Subsequently, a drawer will open, where the user must fill in the details in the Overview section. The ...