Creating Activities for Document Tracking

Users collect numerous documents during clinical trials, either as electronic files or as paper. You must track and periodically update these documents. You can associate documents with sites, regions, protocols, contacts, or accounts.

This task is a step in "Process of Managing Sites and Contacts for Clinical Trials".

To create an activity for document tracking 

1. Navigate to the Document Tracking screen.

2. In the Document Tracking list, create a new record and complete the necessary fields.

   
   

   Note: You can associate an activity for document tracking with only one of the available tracking levels or entities.

   
   

   Some fields are described in the following table.

   Field	Comments
   Name	Type the document name. In the Document Tracking list, you can click the link in this field to navigate to the associated Attachments view.
   Site #, Region, Protocol, Contact, or Account.	Select a value in one of these five fields to assign the activity for document tracking to one of these five levels. In the Document Tracking list, you can click the link the selected field to navigate to the Activities view.

   
   

Reviewing, Updating, and Adding Existing Documents for Tracking

Complete the procedure in this topic to review, update, and add existing documents for tracking.

Alternatively, you can create and review activities for document tracking in the Document Tracking view for a site. Similarly, you can create activities for document tracking at the protocol and region levels in the Document Tracking view for the protocol and region.

To review, update, and add existing documents for tracking 

1. Navigate to the Document Tracking screen.

2. In the Document Tracking list, query for the document you want to update.

3. Drill down on the Name field of the document.

   The associated Attachment view appears.

4. In the Attachment list, query for the document and drill down on the Name field of the document.

5. Open, update, and save the document.

6. Use the thread bar to return to the document record on the Document Tracking list.

7. Copy the original document record and revise the associated site number, Region, Protocol, Contact, or Account field.