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

Approving a Clinical Trip Report

Trip reports with a status of Submitted for Approval can be approved by the assigned approver. Only the user assigned to the Approver field of the Trip Report has approval permissions. An automated notification email is sent to the approver when the trip report's status is updated to Submitted for Approval. If you set the Trip Report Status to Rejected, the CRA will have the opportunity to revise the report and then resubmit it for approval.

NOTE:  The User Authentication applet for trip report approver verification is not enabled by default. To enable this functionality, your system administrator needs to set the Enable Verification option to Y in Siebel Tools. For more information, see the Named Method 2 property in Siebel Clinical Business Component User Property Reference.

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

To approve 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. (Optional) Add approval comments in the Approver Comments field.
7. Click Approve.

   The User Authentication view is displayed to verify the approver's credentials.

8. Enter user credentials and click Verify.

   The Trip Report Status field is updated to Approved, the approval date and time are recorded in the Approved Date field, and the Site Visit record and Trip Report become read only.