Form Builder - Permit Signature

Form Builder - Permit Signature

Purpose Statement

The Permit Signature Block allows users to add customizable signature sections to forms created in the Form Builder for the Invoicing Module. This block enables the capture of required signatures from occupancy contacts, inspectors, vendors, or custom signatories, ensuring proper documentation and compliance for permit-related processes. The signature functionality streamlines the approval workflow by providing structured fields for contact information and credentials alongside the signature capture area.

Background Information

The Permit Signature Block is a specialized form element within the First Due Platform's Form Builder that facilitates signature collection for permit and invoicing workflows. This feature is particularly valuable for fire departments and EMS agencies that require documented approvals from multiple parties during permit processes, inspections, or service delivery. The block integrates seamlessly with the Invoicing Module and provides flexibility to accommodate different signature requirements based on departmental needs and regulatory compliance standards.

Common use cases include permit approvals, inspection sign-offs, vendor acknowledgments, and custom approval workflows. The block works in conjunction with other Form Builder elements and can be positioned strategically within forms to capture signatures at appropriate workflow stages.

Required Permissions

Users must have the following permissions to create and configure Permit Signature Blocks:

  • Form Builder Access: Permission to create and edit forms within the Form Builder
  • Invoicing Module Permissions: Access to the Invoicing Module where the forms will be utilized
  • Administrative Permissions: Ability to modify form configurations and signature block settings

Video


Step-by-Step Guide

Notes
NOTE: Signatures can also be placed on the printed form in the Inspections, Permits, and Invoicing Form Builder using the Tag Block, see the Related Article.


1.  Create a new form or select edit to edit an existing form.






2. Mouse over in the left margin at the current block and select the + sign to add a Permit Signature Block under the current Block.





3.  Select Permit Signature from the dropdown menu.






4. Select "Tune" (#1) and then select "+" (#2) to add a new Signature Block.
  1. See Step #5 on what blocks can be added to the form.






5. Signature Options and Credentials for the Inspector Signature Block:
  1. Occupancy Contact:
    1. Name, Contact Type, Phone Number, Email Address, Location as needed.
  2. Inspector Signature
    1. Name, Position, Rank, Badge Number, Firefighter ID, Inspector Number, Inspector Designation, Inspector Phone, and/or Email address as needed.
  3. Vendor Signature:
    1. Vendor Name, Work Contact Type, Primary Phone Number, Email Address, Vendor Address, Vendor Billing Address as needed.
  4. Custom:
    1. Custom Title, Logo, Text in text box.






6. Example Invoice with the Permit Signature Block:



Best Practices

  • Position signature blocks strategically within forms to align with natural workflow progression and approval sequences
  • Configure only necessary fields for each signature type to avoid form complexity and improve completion rates
  • Use descriptive custom titles when implementing custom signature blocks to clearly indicate the required signatory
  • Test signature functionality on mobile devices to ensure proper operation for field personnel
  • Maintain consistent signature block placement across similar form types to provide familiar user experience
  • Consider regulatory requirements when configuring inspector and vendor signature fields to ensure compliance
  • Implement signature blocks near related content rather than grouping all signatures at the end of lengthy forms

Troubleshooting & FAQs

Q: Can I add multiple signature blocks to a single form? A: Yes, you can add multiple Permit Signature Blocks to accommodate different signatories required for your workflow.

Q: What's the difference between Permit Signature Blocks and Tag Blocks for signatures? A: Permit Signature Blocks are specifically designed for the Invoicing Module with predefined field options, while Tag Blocks offer more general signature placement options across Inspections, Permits, and Invoicing modules.

Q: Can I modify signature fields after the form is in use? A: Yes, forms can be edited to modify signature block configurations, but consider the impact on existing workflows and data collection.

Q: Are digital signatures legally binding? A: Digital signature validity depends on local regulations and organizational policies. Consult with legal counsel regarding signature requirements for your jurisdiction.

Common Issues:

  • Signature block not displaying: Verify Form Builder permissions and module access
  • Missing signature fields: Check configuration settings and ensure all required fields are enabled
  • Mobile signature issues: Test signature capture functionality across different devices and browsers

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