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Process of Setting Up and Making Payments

This section details sample tasks often performed by administrators and end-users when setting up and managing subject activity payments, performed by study managers and CRAs. Your company may follow a different process according to its business requirements. The tasks are generally carried out in the order presented, although ad hoc payments can be made any time.

Administrator Procedures

1. Setting Up Standard Payment Amounts in the Subject Visit Template.
2. Adjusting Payment Amounts and Generating Payments for Sites. This task is generally performed after the End-User Procedures have been carried out.

End-User Procedures

The following list shows tasks end users typically perform when managing subject activity payments. These tasks are typically performed in the following order:

1. Setting Payment Exceptions for a Site (End User). Adjust payment amounts for individual sites.
2. Marking Subject Activities Completed (End User).
3. (Optional) Generating Ad Hoc Payments for Sites (End User).
4. Generating Final Payments for Sites (End User).