Siebel Innovation Pack 2014: Automated Validation and Notification Messages for Clinical Trip Reports

The state model for the trip report provides the order of transition for values in the Trip Report Status field, to indicate the progress of the trip report. Table 9 describes the values for the Trip Report Status field, update type (such as automatic or user), trip report validation, and the automated notification emails sent to the assignee's Universal Inbox for each status, where applicable.

Table 9. Values in Trip Report Status Field, Validation, and Messages
Value in Trip Report Status Field	Description	Update Type	Validation	Automated Email Notification
Not Started	The trip report has been created, but processing has not yet started. This status is the initial default value for all trip reports.	System	Not applicable.	Not applicable.
In Progress	The author has started to work on the trip report, and it is not yet complete.	System update if the trip report is created using a template. User update if the trip report is not created using a template.	Not applicable.	Not applicable.
Completed	The trip report is complete and ready to be submitted for review.	User	The Completed Date is a prerequisite for selecting Completed. The trip report is validated to ensure that the Completed Date has been populated.	Not applicable.
Submitted	This trip report has been submitted to the reviewer for review.	User	The trip report is validated to ensure that a reviewer has been assigned.	The following automated email is sent to the reviewer: Review Trip Report [Trip Report Name]. If the reviewer is changed when the Trip Report Status field is Submitted, then the above notification email is sent to the new reviewer.
Reviewed with Comments	The reviewer or approver has added review comments requiring a modification to the trip report.	User	Not applicable.	The following automated email is sent to the trip report owner: Rectify Trip Report [Trip Report Name].
Rejected	The reviewer or approver has rejected the trip report.	User	The trip report is validated to ensure that one of the following fields has been completed: Reviewer Comments Approver Comments	The following automated message is sent to the trip report owner: Rectify Trip Report [Trip Report Name].
Revised	The rejected trip report is being modified, and has not yet been resubmitted for review.	User	Not applicable.	Not applicable.
Submitted for Approval	The reviewer submits the trip report for formal review, without comments, or with comments that do not require a change to the trip report.	User	The trip report is validated to ensure that an approver has been assigned.	The following automated email is sent to the approver: Approve Trip Report [Trip Report Name]. If the approver is changed when the Trip Report Status field is Submitted for Approval, then the above notification email is sent to the new approver.
Approved	The trip report has been approved by the assigned approver, and is now read-only. When the Approved button is clicked, the Trip Report Status field is updated to Approved.	System	Not applicable.	Not applicable.

Siebel Clinical Trial Management System Guide		Copyright © 2014, Oracle and/or its affiliates. All rights reserved. Legal Notices.