Users can digitally sign and approve Policies and Procedures within WHS Monitor. This ensures documents are reviewed, authorised, and compliant with organisational requirements.

This article explains how to add a signature to a document using the Responsibilities and Approval section.

• System Administrators
• Managers
• WHS Managers
• Users responsible for approving documents

Call out any setup or access needs before starting.

• Active WHS Monitor account
• Access to Policies or Plans and Procedures
• Permission to edit and approve documents

1. Navigate to Compliance from side menu and select Policies or Plans
   
   
2. Locate the document you wish to sign.
3. Click the Actions button and select Edit.
4. Scroll down to the Responsibilities and Approval section. Click the section title to expand it.
5. Click + Add Responsibilities and Approvals.
   
   
6. In the Sign Off Detail pane:
   • Tick Approved?
   • Select the approver under Actioned By
   • Enter the Action Date
   • Add your signature in the Signature field
     
     
7. Click Save. 
   

• The document will display a recorded approval and signature
• The approver and date will be logged against the document
• The document will reflect its approved status