Learner Details
Full legal name, contact information, student or employee ID to link the authorization to records.
A completed ETAA 2024 reduces administrative ambiguity, documents legal consent, and establishes expectations about scope, schedule, and responsibilities for both learners and sponsors.
Use the ETAA 2024 to ensure signatory clarity, data-use transparency, and a recorded start date that triggers downstream administration.
| Field | Configuration |
|---|---|
| Authentication | Email link | SMS code or access code as needed |
| Reminder Schedule | 2 reminders | 3 days and 7 days after initial invite |
| Required Attachments | Syllabus | Liability waiver if clinical or offsite |
| Access Controls | Signer roles | restrict edit to sender only |
Choose a platform that supports required integrations and provides an unalterable audit trail for compliance needs.
Full legal name, contact information, student or employee ID to link the authorization to records.
Clear title, objectives, and agenda to define what the authorization covers.
Start/end dates, daily times, and facility or virtual meeting details required for attendance tracking.
Plain-language consent for activities, acknowledging risks and any insurance or medical requirements.
Specify whether personal or training data will be retained, shared, or used for assessment purposes.
Distinct signature blocks for learner, guardian (if minor), sponsor, and program approver with dates.
Detailed agenda, learning objectives, materials list, and instructor contact details for attendees.
Medical authorization or COVID-19 screening requirements when health factors influence participation.
If training is run by an external provider, include scope of services and payment terms.
If offsite, include travel permissions, expense policies, and emergency contact procedures.
Require signed ETAA at least 7–14 days before training start for logistics
Define a cutoff date; specify whether late signoffs incur extra fees or are disallowed
Retention begins on the ETAA effective date or program completion date
Claims typically submitted within 30–60 days of course completion
Allow 30 days for corrections after signature discovery of errors
Learner or manager initiates authorization and provides required attachments.
Program office verifies eligibility, prerequisites, and funding availability.
Sponsor and training approver sign; any guardian or HR approvals collected.
Participant is enrolled and receives schedule, access links, or location details.
A small training provider standardized electronic authorizations to reduce back-and-forth logistics.
An enterprise integrated eSignatures with back-office systems for automated enrollment and record linkage.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |