Siebel Life Sciences Guide > Administering and Managing Accounts in Life Sciences >
Tracking Documentation Associated with Accounts (End User)
Clinical research associates can use the Document Tracking view to review and track documents associated with accounts. To track documentation associated with an account
- Navigate to the Account screen > Accounts List view.
- In the Accounts list, drill down on an account.
- Click the Document Tracking view tab.
- In the list, view, edit, create, and delete document records as required.
Some fields are described in the following table.
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Activity |
By default, the activity is 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 come back from the account. |
Expiration Date |
The date the document expires. |
Lock Assignment |
Determine whether the Lock Assignment field should be selected. If the activity is locked, Assignment Manager will not access it. If it is unlocked, Assignment Manager can reassign it. |
Name |
The name of the document. This field is a hypertext link to the Attachments tab. |
Received Date |
The date that the signed document returns from the account. |
Sent Date |
The date that the document is sent to the account. |
Clinical research associates can also create a documentation tracking activity and attach a document. For more information, see Tracking Documentation Associated with a Contact (End User).
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