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Step 4 - Obtain Approval Signatures

For information on how to access this area, See Committee Review Overview.

Step 1: See Generate Packet

Step 2: See Generate Appointment Summary

Step 3:  See Send for Review

Step 4: Obtain Approval Signatures 

  • The option to skip obtaining signatures for both the Delineation of Privileges and Appointment Summary is available.

A screenshot of a computer Description automatically generated

    Delineation of Privileges (DOP): 

    • Virtual: Add a signer or select a previously used signer. The first signer approves/denies all privileges, and the remaining signers cannot sign until the first signer completes their part. 
    • Manual: The DOP form can be downloaded and circulated outside of RFX. Once completed, it can be uploaded. 

    Appointment Summary: 

    • Virtual: Choose who will recommend and approve the appointment summary. 
    • Manual: The appointment summary can be downloaded for offline circulation. Once completed, it can be uploaded. 

    Helpful Hint: If the DOP form and/or appointment summary is not generated by RFX, this process can be completed manually.

    Moving to Finalize 

    • After determining the signers in the virtual option, click Send for Signatures. 
    • If the signers were not selected, click Move to Finalize. 
    • If the documents are uploaded manually, the system will automatically move to Finalize. 

    Step 5:  See Finalize Privileging