Bookshelf Home | Contents | Index | Search | PDF |
Siebel Life Sciences Guide > Administering and Managing Accounts > End-User Procedures >
Tracking Documentation Associated with an Account
Clinical research associates can use the Document Tracking view to review and track documents associated with an account.
To track documentation associated with an account
- Navigate to the Account screen.
- In the Accounts list, select the account for which you want to track documentation.
- Click the Document Tracking view tab.
A list of documents associated with the account appear.
- Query for the document of interest and complete the necessary fields.
Some of the fields in a Document Tracking record are described in the following table.
Clinical research associates can also create a documentation tracking activity and attach a document. For more information, see Tracking Documentation Associated with a Contact. For information on associating electronic documents to accounts, see Creating Documentation Tracking Activities.
Bookshelf Home | Contents | Index | Search | PDF |
Siebel Life Sciences Guide Published: 18 April 2003 |