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 9-2 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 Notification 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.	System if the trip report is created using a template. User if the trip report is not created using a template.	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 this 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: Reviewer Comments Approver Comments	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 this 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.