Is there a way to have a sign off for a service task?

[Nicholas Carter]

After a task is complete. We want the customer to sign with their approval of the task. Is there a way to do that on Jira? Maybe you send an email that they have to sign or maybe another way?

[Sam Nadarajan · Accepted solution]

Hello @Nicholas Carter it depends on what you mean by "sign-off" and what your expectations of the customer are before a service task is done.

I would agree with @Mikael Sandberg and use the native approval functionality in Jira Service Management. 

Additionally, you could set up a workflow condition that says only people within the customer group can move an issue to Done. I've seen this approval approach work in non-JSM contexts.

[Nicholas Carter]

Would they have to physically sign or do they just click a button to either approve or decline? I want the customer to be able to sign approving the service job if that makes sense.

[Mikael Sandberg · Accepted solution]

You could use the approval process to this this, that would allow them to either approve or decline the task. 

[Nicholas Carter]

Would they have to physically sign or do they just click a button to either approve or decline?

[Mikael Sandberg]

You can turn on so that they get two buttons in the email to either approve or decline

Just go into the customer notification for approvals and there is a checkbox to enable this.

[Nicholas Carter]

I would like them to sign to approve though. Is that possible?

[Mikael Sandberg]

Not without an app, if you want an e-signature your only option is Speedy PDF Sign-Offs For Jira Cloud.

What the Approve/Decline using the approval will do is add a comment in the history of the issue who approved/declined it. 

[Chris Cairns - Digital Rose]

Confirmed full e-signatures requires an app.  There are several in the marketplace.   

eSign for Jira supports customer signatures from within the JSM portal (for both full Jira users and external JSM customers).  See eSign for Jira - Service Management Portal 

eSign also supports workflow validators that can enforce mandatory signatures before changing request/issue status.