Siebel Life Sciences Guide > Managing Contacts > End-User Procedures >

Tracking Documentation Associated with a Contact

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.
  2. From the Show drop-down list, select My Contacts.
  3. In the Contacts list, select a contact for whom you want to create a document.

    4. NOTE:  When selecting the contact, do not click a hyperlink (underlined field). Doing so will take you to another view.

  4. Click the Document Tracking view tab.
  5. In the Document Tracking list, add a record and complete the necessary fields.

    6. Some of the fields in a Document Tracking record 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.

  6. Select the record you just created and click the Attachments view tab.
  7. Add a record, click the select button in the Name field, and specify the filename or URL of the electronic document you are attaching.

To track documentation associated with a contact

  1. Navigate to the Contact screen.
  2. In the Contacts list, select the contact for which you want to track documentation.

    3. NOTE:  When selecting the contact, do not click a hyperlink (underlined field). Doing so will take you to another view.

  3. Click the Document Tracking view tab.

    4. A list of documents associated with the contact appear.

  4. 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.


 Siebel Life Sciences Guide 
 Published: 18 April 2003