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

  1. Navigate to the Account screen.
  2. In the Accounts list, select the account for which you want to track documentation.
  3. Click the Document Tracking view tab.

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

  4. Query for the document of interest and complete the necessary fields.

    5. Some of the fields in a Document Tracking record are described in the following table.

    Field
    Comments
    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. For information on associating electronic documents to accounts, see Creating Documentation Tracking Activities.


 Siebel Life Sciences Guide 
 Published: 18 April 2003