Reviewing Clinical Trip Reports

The user designated in the Reviewer field of the Trip Report form can review trip reports with a status of Submitted. An automated notification email is sent to the reviewer when an end user updates the trip report status to Submitted.

Access control applies to the Reviewer Comments field. Only the user designated in the Reviewer field of the Trip Report form can edit the Reviewer Comments field.

To review 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, select My Team's Site Visits in the visibility filter.

   All site visits for your team appear.

3. Query the list for site visits with a Visit Status field value of Submitted or Submitted for Approval.

4. For the required report, drill down on the Visit Start field.

   The Trip Report form appears.

5. Review the report.

6. Set the Trip Report Status field to one of the following values:

   • Reviewed with Comments. Use this value if minor changes to the trip report are required. Enter the required corrections in the Reviewer Comments field.

   • Rejected. Use this value if major changes to the trip report are required. Enter the required corrections in the Reviewer Comments field.

   • Submitted for Approval. Use this value if the trip report does not require additional changes, and is ready for approver review.

   • Obsolete. Use this value to retire the current or active version of a trip report. This makes it possible to reopen and create a new version of the trip report.

   The date and time of the review of the clinical trip report are recorded in the Reviewed Date field.