Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Planning/ETMSignatures.htm

## Capturing Event Team Member Signatures

End users can track attendance and capture signatures for Event Team Members who attend an event. This enables accurate and compliant reporting of attendance and meals. Event Team Members can sign in using the same methods available to attendees for signing in, including the digital sign-in sheet, QR Codes®, or on a printed sign-in sheet.

**Who can use this feature?**

* Business Admin Users - Browser
* [Reviewing QR Sign-in Errors for Event Team Members](#Reviewin)
* Content Admins - Browser
* [Including Event Team Members on Printed Sign-in Sheets](#Includin)
* Event Organizers - Browser, iPad
* [Reviewing the Sign-in Summary with Event Team Member Signatures](#Reviewin2)
* [Including Event Team Members in Split Expenses](#Includin2)
* [Reviewing Captured Event Team Member Signatures](#Reviewin3)
* Event Team Members - Browser, iPad
* [Signing in to an Event via the QR Code®](#Signing)
* [Signing in to an Event via the Digital Sign-In Sheet](#Signing2)
* Users require an Events Management License

### Configuring Event Team Member Signatures for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admin Users](#)

To configure this feature:

1. Ensure [Configuring Events Management](../Configuration/Config.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | em\_event\_team\_member\_\_v | R | All appropriate object types | * name\_\_v * em\_event\_team\_member\_status\_\_v * signature\_\_v * signature\_datetime\_\_v * signature\_method\_\_v * meal\_opt\_in\_\_v | Read |
   | events\_management\_settings\_\_v | RE | All appropriate object types | exclude\_team\_members\_from\_sign\_in\_\_v | Edit |

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Admins](#)

To configure this feature, ensure the following features are configured:

* [Configuring Events Management](../Configuration/Config.htm)
* [Managing Event Materials](../Materials/EventMaterial.htm)

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Event Organizers](#)

To configure this feature:

1. Ensure [Configuring Events Management](../Configuration/Config.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | em\_event\_team\_member\_\_v | RE | All appropriate object types | * name\_\_v * em\_event\_team\_member\_status\_\_v * signature\_\_v * signature\_datetime\_\_v * signature\_method\_\_v * meal\_opt\_in\_\_v * role\_\_v * team\_member\_\_v * event\_\_v | Edit |
   | events\_management\_settings\_\_v | R | n/a | exclude\_team\_members\_from\_sign\_in\_\_v | Read |

#### Preventing Certain Event Team Member Roles from Signing In

Admins can also prevent certain Event Team Members from displaying as available for signing in, based on the Event Team Member’s role:

1. Navigate to **Business Admin > Objects > events\_management\_settings\_\_v** and edit the record.
2. Populate the **exclude\_team\_members\_from\_sign\_in\_\_v** field with a comma-separated list of values from the role\_\_v picklist on the em\_event\_team\_member\_\_v object to prevent from signing in.

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Event Team Members](#)

To configure this feature, enable the appropriate sign-in methods:

#### Enabling Event Team Members to Sign In via the Digital Sign-in Sheet

To enable Event Team Members to sign into an event using their name and signature using the [digital sign-in sheet](../Executing/DigitalSignInSheet.htm):

1. Navigate to **Admin > Configuration > Objects > event\_\_v > Layouts**.
2. Navigate to the **Event Team Member** related object section of the appropriate layouts.
3. Add the **signature\_datetime\_\_v** field as a column of the section.

Additionally, admins can enable Event Team Members to opt into event meals when signing into an event:

1. Navigate to **Admin > Configuration > Objects > em\_event\_team\_member\_\_v > Layouts**.
2. Place the **meal\_opt\_in\_\_v** field on the appropriate layouts.

#### Enabling Event Team Members to Sign In via QR Code®

To enable Event Team Members to sign into an event via QR Code®:

1. Ensure [Signing into an Event using a QR Code®](../Executing/QRSignIn.htm) is configured.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate Permission Set for the Integration User.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | em\_event\_team\_member\_\_v | RE | All appropriate object types | * name\_\_v * em\_event\_team\_member\_status\_\_v * signature\_\_v * signature\_datetime\_\_v * signature\_method\_\_v * meal\_opt\_in\_\_v\* * role\_\_v * team\_member\_\_v * event\_\_v | Edit |
   | events\_management\_settings\_\_v | R | n/a | exclude\_team\_members\_from\_sign\_in\_\_v | Read |

   \*This field is only required when capturing meal opt-in for team members.

### Including Event Team Members on Printed Sign-in Sheets as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Admins](#)

Content admins can add tokens to document templates that add the list of Event Team Members onto a printable sign-in sheet:

1. Edit the appropriate Microsoft Word™ template for the sign-in sheet. See [Creating Template Files](../Materials/EventMaterial.htm#Creating) for more information about creating templates for printed sign-in sheets.
2. Insert a token using the format **{{em\_event\_team\_member\_\_v.FieldAPIName}}** to reference Event Team Member fields.

When a user generates the sign-in sheet from an event, a row is created for each eligible Event Team Member, populated with the appropriate field values.

### Reviewing the Sign-in Summary with Event Team Member Signatures as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Event Organizers](#)

When event organizers view their event's [Digital Sign-In Sheet’s Summary](../Executing/DigitalSignInSheet.htm#Displayi) screen, Event Team Members display alongside Attendees and Event Speakers.

### Including Event Team Members in Split Expenses as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Event Organizers](#)

When event organizers enter a split expense for their event, Event Team Members that have opted-in for a meal are included in the list of participants who opted into a meal. See [Creating Split Expenses](../BudgetsExpenses/CreateEditExpenses.htm#Creating2) for more information.

### Reviewing Captured Event Team Member Signatures as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Event Organizers](#)

Event Organizers can view captured Event Team Member signatures via the [View Signatures](../Attendees/ViewingAttendeeSignatures.htm) page.

The View Signatures page displays a list of all captured signatures for attendees, speakers, and Event Team Members. The list includes the participant's name, status, meal opt-in status, the signature image, and a timestamp. The list sorts by signature time by default.

### Reviewing QR Code® Sign-in Errors for Event Team Members as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admin Users](#)

If [Enabling Event Team Members to Sign In via QR Code®](#Enabling) is configured, business admin users can review and download a log of any sync errors associated with Event Team Members signing into an event with a QR Code®:

1. Navigate to **Admin > Configuration > Event Registration and Sign-In** .
2. Navigate to the **Inbound Sync & Alert History** section.
3. Select the **Review Details** link for the appropriate event. The Review Details modal includes any Event Team Member records that failed to sync from the QR sign-in app.

Business admin users can further review details by downloading the inbound sync log, which includes the EventTeamMembers.csv file if there are any errors related to team members.

### Signing in to an Event via the QR Code® as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Event Team Members](#)

If [Enabling Event Team Members to Sign In via QR Code®](#Enabling) is configured, Event Team Members can sign in to an event using a QR Code® via the same flow as attendees or speakers.

See [Signing into an Event using a QR Code®](../Executing/QRSignIn.htm) for more information.

### Signing in to an Event via the Digital Sign-In Sheet as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Event Team Members](#)

If [Enabling Event Team Members to Sign In via the Digital Sign-in Sheet](#Enabling2) is configured, Event Team Members can sign in to an event using the digital sign-in sheet via the same flow as attendees or speakers.

See [Using the Digital Sign-in Sheet](../Executing/DigitalSignInSheet.htm) for more information.

### Related Topics

[Using the Digital Sign-in Sheet](../Executing/DigitalSignInSheet.htm)

[Signing into an Event using a QR Code®](../Executing/QRSignIn.htm)

[Managing Event Materials](../Materials/EventMaterial.htm)