Getting Started
To request access to the ESR tool, please submit a ticket for permissions change here.
PEER's D-3300 Signature Requests module can be used to create and manage Executive Sgnature Requests (ESRs) for VUMC senior executives. To begin a new ESR or access an existing ESRs, click within the ESR module on the PEER dashboard.
ESR Actions
When creating your ESR, you have two actions: Save and Submit. Before submission, you can save your ESR changes at anytime. When you have made a change to your ESR form, the Save button will illuminate to remind you that new changes need to be saved. You can return to your saved ESR at any time.
Type of Request
Select what type of request you are submitting from the “Type of Request” drop down. If you are submitting something that is not listed, please select “other.” Depending on what request type is selected, the fields will differ slightly based on the necessary information needed to be reviewed.
Filling out fields with the Find Button
In order to fill out some fields such as Requester, Internal Business Unit, and Internal Business Owner, click the "Find" button and select the appropriate selection.
Detailed Purpose of Submission
Ensure you provide a high level summary of the detailed request being submitted for the senior executive to review in order to understand what is being requested prior to their sign off.
Managing Approval Files
Depending upon what is selected for some Yes/No questions, if approvals are applicable then you may be required to upload approval emails in PDF format. To do so, select "Choose File" and browse to the PDF to upload. After uploading, if you need to replace the PDF, simply upload a new one in its place.
You may also upload any supplemental documents at the bottom in the File Uploads section.
The ESR Lifecycle
Once your ESR is ready for review, click the Submit button. Do not click Submit until it is ready for review, as you will not be able to make changes to it after submitting.
After submission, you will receive a confirmation e-mail that your ESR has been submitted. It will then go into a review queue by the D3300 designee prior to being submitted for signature to the senior executive(s), and you will get new e-mail feedback after the ESR has been reviewed. Once reviewed, the ESR may go into one of the following states: Revision Requested, Rejected, or In Process.** If a revision is requested, the ESR will return to a Draft state where you can make changes and re-submit. If the ESR is rejected, it can no longer be edited. If the ESR is In Process, then processing will begin for completing the executive signature process. You will be notified via e-mail when the ESR has been "Completed", at which point you can log into PEER, go to your ESR and download the signed document from the top of the ESR input form.
The ESR record will be maintained in the system even after completed.
** if you ESR is for a contract, and has outstanding e-approvals, you will put it into Queued status (instead of Submitted), and will be automatically submitted once the final approval is received.