Siebel Clinical Trial Management System Guide > Administering and Using Clinical Trip Reports >

Reviewing a Clinical Trip Report

Trip reports with a status of Submitted can be reviewed by the user assigned in the Reviewer field of the Trip Report view. An automated notification email is sent to the reviewer when the trip report's status is updated to Submitted.

Access control is applied to the Reviewer Comments field. Only the user assigned in the Reviewer field of the Trip Report view can edit the Reviewer Comments field.

To review a clinical trip report

1. Navigate to the Site Visits screen.
2. Select My Team's Site Visits in the Site Visits list.

   All site visits for your team are displayed.

3. Query the list for site visits whose status is set to Submitted or Submitted for Approval.
4. For the required report, drill down on the hyperlink in the Visit Start field.

   The Trip Report view is displayed.

5. Review the report.
6. Set the Trip Report Status field to one of the following:
   • Reviewed with Comments. Use this option if minor changes to the trip report are required. Enter the required corrections in the Reviewer Comments field.
   • Rejected. Use this option if major changes to the trip report are required. Enter the required corrections in the Reviewer Comments field.
   • Submitted for Approval. Use this option if the trip report does not require additional changes, and is ready for review by the approver.

     The date and time of the clinical trip report review are recorded in the Reviewed Date field.