Tracking Completion Status for Clinical Trip Reports

This task describes how to track the real-time progress for a trip report in the Summary view. You track the status for the following fields in the clinical trip report:

• Checklists Completed

• Questions Answered

• Current Follow-Ups Completed

• All Follow-Ups Completed

• CRF Tracking Completed

• Total Attendees

To track the completion status for a clinical trip report 

1. Navigate to the Site Visits screen, then the Clinical Site Visits List view.

2. In the Clinical Site Visits list, drill down on the Visit Start field of the site visit for which you want to track the status of the trip report.

   The Trip Report form for the selected site visit appears.

3. Navigate to the Summary view.

   The summary status appears in the Summary applet.

   Some fields are described in the following table.

   Field	Comments
   Checklists Completed	Displays the number of completed checklists and the total number of checklists. The drill-down navigates to the Checklist Activities view. All checklists in the Checklist Activities view that have a Status of Done or Completed are listed as completed in the Summary view.
   Questions Answered	Displays the number of answered questions, the total number of SmartScript questions for the trip report, and the SmartScript questionnaire status. The value ranges are as follows: 0 of 0, Not Assigned. The user has not assigned a SmartScript questionnaire to the trip report. [Total Answered] of [Total Questions], In Progress. The user launched the SmartScript questionnaire, and it is in progress. [Total Answered] of [Total Questions], Finished. The user completed answering all of the questions. The drill-down navigates to the Questions view.
   Current Follow-Ups Completed	Displays the number of completed follow-up activities and the total number of follow-up activities for the current trip report. The drill-down navigates to the Current Trip Follow-Up Items view. All follow-ups in the Current Trip Follow-Up Items view with a value in the Completed Date field are listed as completed in the Summary view.
   All Follow-Ups Completed	Displays the number of completed follow-up activities and the total number of follow-up activities for all trip reports applicable to the clinical site. The drill-down navigates to the All Follow-Up Items view. All follow-ups in the All Follow-Up Items view with a value in the Completed Date field are listed as completed in the Summary view.
   CRF Tracking Completed	Displays the number of completed CRF (case report form) tracking activities and the total number of CRF tracking activities. The drill-down navigates to the CRF Tracking view. All CRF tracking activities in the CRF Tracking view that have a status of Source Verified are listed as completed in the Summary view.
   Total Attendees	Displays the total number of attendees assigned to the trip report.