Creating New Versions of Clinical Trip Reports

After a trip report is approved or made obsolete, it is locked (becomes read-only) and the Version button on the trip report is activated. This allows you to reopen and create a new version of the trip report. You can modify and route the new version of the trip through the approvals process again.

You cannot create new versions of trip reports that are active. A message similar to the following appears if you try to create a new version from an active trip report:

Another version of this trip report exists. Use the other trip report version, or change the status of that version to Obsolete and create a new version.

To create a new version of 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 Approved or Obsolete.

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

   The Trip Report form appears.

5. Review the report.

6. (Optional) Add reviewer comments in the Reviewer Comments field.

7. Click Version.

   A new version of the trip report is created where all data from the original trip report is copied over to the newly created trip report. Note the following:

   • The value in the Version field for the new trip report changes by incrementing by one.

   • The value in the Trip Report Status field for the new trip report changes to In Progress.

   • The value in the Trip Report Status field for the original trip report (for approved trip reports only) changes from Approved to Obsolete.

8. Modify and approve the trip report as required.

   For mor e information, see "Completing Clinical Trip Reports" and "Approving Clinical Trip Reports".