Siebel CRM Siebel Clinical Trial Management System Guide Siebel Innovation Pack 2016 E52416-01 |
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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 9-2 describes the values for the Trip Report Status field, the update type (such as automatic or user), the trip report validation, and the automated notification emails sent to the assignee's Universal Inbox for each status, where applicable.
Note: The Notifications feature is enabled by default for all Siebel Business Applications so all notification messages for clinical trip reports are sent directly to the screens of users. Messages appear in notification panes that users access by clicking the Notification icon on the application banner. For more information about using, administering and reviewing notifications, see Siebel Fundamentals Guide. |
Table 9-2 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 end user created the trip report, but processing is not yet started. This status is the initial default value for all trip reports. |
System |
Not applicable. |
Not applicable. |
In Progress |
The end user started to work on the trip report, and it is not yet complete. |
|
Not applicable. |
Not applicable. |
Completed |
The end user completed the trip report, and it is ready for the end user to submit for review. |
User |
The trip report is validated to ensure that the Completed Date is populated. The Completed Date is a prerequisite for selecting Completed. |
Not applicable. |
Submitted |
The end user submitted the trip report to the reviewer for review. |
User |
The trip report is validated to ensure that a reviewer is assigned. |
The following automated email is sent to the reviewer: Review Trip Report [Trip Report Name]. If you change the reviewer 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 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 rejected the trip report. |
User |
The trip report is validated to ensure that one of the following fields is completed:
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The following automated message is sent to the trip report owner: Rectify Trip Report [Trip Report Name]. |
Revised |
The end user modified the rejected trip report, and it is not yet resubmitted for review. |
User |
Not applicable. |
Not applicable. |
Submitted for Approval |
The reviewer submitted 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 is assigned. |
The following automated email is sent to the approver: Approve Trip Report [Trip Report Name]. If the you change the approver when the Trip Report Status field is Submitted for Approval, then the above notification email is sent to the new approver. |
Approved |
The approver approved the trip report, and it is now read-only. When the approver clicks the Approved button, the Trip Report Status field is updated to Approved. |
System |
Not applicable. |
Not applicable. |