Approving Clinical Trip Reports

The assigned approver can approve trip reports with a status of Submitted for Approval. Only the user designated in the Approver field of the trip report has approval permission. An automated notification email is sent to the approver when an end user updates the trip report status to Submitted for Approval. If the approver sets the Trip Report Status field to Rejected, then the CRA (clinical research associate) has the opportunity to revise the report and then resubmit it for approval.

Note: The User Authentication applet for approver verification of a trip report is not enabled by default. To enable this functionality, your system administrator must set the Enable Verification option to Y in the Named Method 2 user property in Siebel Tools. For more information about this user property, see "User Properties for Business Components in Siebel Clinical".

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

To approve 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. (Optional) Add approval comments in the Approver Comments field.

7. Click Approve.

   The User Authentication view appears.

8. Enter user credentials, and click Verify.

   The Trip Report Status field is updated to Approved, the approval date and time are recorded in the Approved Date field, and the site visit record and trip report become read-only.