Signoffs
How to add an external stakeholder to the signoff as an approver for the project charter?
This guide outlines the steps to add internal organization stakeholders to KTern.AI, ensuring their roles are configured correctly, invitations are accepted, and they are integrated into the project plan effectively. Prerequisites Access ...
How to add an internal stakeholder to the signoff as an approver ?
This guide outlines the steps to add internal organization stakeholders to KTern.AI, ensuring their roles are configured correctly, invitations are accepted, and they are integrated into the project plan effectively. Prerequisites Access ...
How to add an internal stakeholder to the signoff as an approver ?
This guide outlines the steps to add internal organization stakeholders to KTern.AI, ensuring their roles are configured correctly, invitations are accepted, and they are integrated into the project plan effectively. Prerequisites Access ...
How to Setup a Signoff Matrix in KTern.AI using Tree View?
Login to KTern and navigate to the signoffs page under the Transformation Hub. Then, proceed to the "Tree View" tab in the sign-offs section. For creating a Sign Off Group: Use the List View tab or Explorer View tab. Locate the red "+" icon, provide ...
How to Simplify Your Workflow by Cloning and Creating Signoffs in KTern?
1. The "Clone and Create" feature in KTern helps reduce time by streamlining the creation of signoffs, ensuring unique signoffs are created while linking the Project Plan and GSI (Global Scope Items). This structured method ensures smooth signoff ...
How signoff can be Cloned and Created using KTern.AI Signoffs?
Manual recreation of Signoffs is time-consuming and resource-intensive. It requires users to spend more effort setting up the Signoff instead of focusing on productive tasks. Now let's look into the below steps and understand the usage of Signoff ...
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 to Request Re-Approval for Sign offs in KTern?
Challenges in Obtaining Re-Approvals for Rejected or Reworked Sign Offs Obtaining re-approvals for rejected or reworked sign offs is one of the most challenging aspects of the project. Moreover, changes made to address the concerns of one rejected ...
How To Approve Or Reject Sign Offs?
1. Click the "Sign offs" tab in "My Workspace" to view the list of sign offs pending for approval. 2. Click on the "Edit Info" icon of the sign off that you are reviewing to view more information. Once clicked, a drawer will pop up with the details ...
How to Integrate DocuSign with KTern.AI ?
Prerequisites : Before proceeding with this guide, ensure that you have a DocuSign developer account. You can acquire one by visiting the following URL: https://developers.docusign.com/ For the most up-to-date API pricing, please refer to this page: ...
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 ...
Is it possible to group the signoffs by role, team, and level?
Yes, it is possible to group the signoffs. In the "Tree View," the user can see a list of all signoffs present in the project. (i). Signoffs grouped based on the role of the approver: (ii). Signoffs grouped based on the team of the approver: (iii). ...
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 ...
How to request for re-approval of Sign off ?
To approve/reject a signoff, navigate to the signoff list view using the following menu navigation: Project Hub -> Signoffs. Click on the (i) icon. Once the users are selected, click on "Request Re-approval" to initiate the re-approval request. 3. ...
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 ...
How to Create Signoff Item and Assign the Stakeholders for Approvals?
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 create Signoff Group ?
Creating Signoff Group Here are the steps you can follow to create signoff group using KTern: a. To create a signoff item, it is necessary to have at least one existing signoff group. You have the option to assign the signoff item to either a newly ...
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 ...
How to add resources to a sign-off item.
Introduction The platform allows the user to add resources to the sign-off item. This feature helps the user to easily manage the support documents related to the sign-off. 1. Navigating 1.1 Access the KTern sign-off wizard to see the sign-off items. ...
How to push a Sign-Off for re-approval?
Introduction Sign-Offs is used to acknowledge project closure or, project delivery such as: 1. Project goals and their status 2. Project timeline Learn more about Sign-Off! Check out "KTern & Sign-Offs" 1. Navigating to KTern Sign Off KTern platform ...
How to view Sign-offs?
Introduction Sign-Offs is used to acknowledge project closure or, project delivery such as: 1. Project goals and their status 2. Project timeline KTern provides an interactive platform where the views can be altered and accessed according to the ease ...
how can i add files against my sign off ?
Introduction KTern allows the user to add to resources to sign-off which might be a reference material or a support document. These support documents can be uploaded directly with sign-off or added in the file section with the respective sign-off. 1. ...
What happens when someone rejects a sign off ?
Check Out! How to push a sign-off for re-approval
How can I design a sign off workflow ?
Introduction KTern offers the user to assign and create sign-off based on the project requirement. The sign-off workflow starts from creating the sign-off to closing after the last approval of the approval matrix. The Sign-off workflow includes ...
Can i edit my sign off workflow ?
Introduction KTern as a platform allows the user to create as well as edit the sign-off workflow. This can be done by editing the stakeholders, adding resources , sending the sign-off for re-approval. The Sign-off can be edited even after they have ...
Can a sign off have multiple stakeholders ?
Introduction KTern as an automated platform understands that a sign-off can have a multiple approvers at the same level as well as an approval matrix can also be followed for the entire sign-off journey. Hence, the platform provides the user with the ...
How do i get notified about sign offs ?
Introduction KTern allows the user to create a sign-off and assign stakeholders to the same based on the approval matrix. The approval matrix can be of multiple levels with multiple approvers at each level. To increase the efficiency of the sign-off ...
How can i link my project plan to a sign off ?
Introduction KTern as a platform aims to provide the users with a unified single digital workspace and complete transparency is maintained. The idea of inter-linking of project items ensure easy back tracking into the project plan & the relevancy ...
Where can i see overdue sign offs ?
Introduction KTern allows the user to create and assign sign-offs based on the project requirements. While a sign-off is being created, the user have to provide the deadline for approval / rejection of the sign-off. Since the platform doesn't allow ...