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Tracking Documentation Associated with a Contact (End User)

Clinical research associates can attach electronic files, such as CVs, contracts, and reports, that may be associated with a contact and record significant dates, such as the date the document is sent, received, expected, or expires.

To add an attachment to a contact

1. Navigate to the Contacts screen > Contacts List.
2. In the Contacts list, select a contact and drill down on the Last Name.
3. Click the Document Tracking view tab.
4. In the Document Tracking list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Activity	Must be Document.
   Assigned To	The person to whom responsibility for the document has been assigned.
   Expected Date	The date that the signed document is expected to be received from the contact.
   Expiration Date	The date the document expires.
   Name	The document name. This is a hyperlink to the Attachments view tab.
   Lock Assignment	Determine whether the Assigned To field should be locked. If the activity is locked, Assignment Manager will not access it. If it is unlocked, Assignment Manager can reassign it.

5. Select the record you just created and click the Attachments view tab.
6. Create a new record and add the document as an attachment.

To track documentation associated with a contact

1. Navigate to the Contacts screen > Contacts List.
2. In the Contacts list, select for whom you want to track documentation and drill down on the Last Name.
3. Click the Document Tracking view tab.
4. In the Document Tracking list, query for the document of interest and complete the necessary fields.

For more information on associating electronic documents with contacts, see Creating Documentation Tracking Activities.