Siebel Life Sciences Guide > Administering and Managing Accounts in Life Sciences > Process of Managing Accounts >
Tracking Documentation Associated with Accounts
Clinical research associates can use the Document Tracking view to review and track documents associated with accounts. This task is a step in Process of Managing Accounts. To track documentation associated with an account
- Navigate to the Account screen, then the Accounts List view.
- In the Accounts list, drill down on an account.
- Click the Document Tracking tab.
- In the list, view, edit, create, and delete document records as required.
Some fields are described in the following table.
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Activity |
By default, the activity is Document. |
Assigned To |
The person to whom responsibility for the document has been assigned. |
Expected Date |
The date that the signed document is expected to come back from the account. |
Expiration Date |
The date the document expires. |
Lock Assignment |
Determine whether the Lock Assignment field should be selected. If the activity is locked, Assignment Manager will not access it. If it is unlocked, Assignment Manager can reassign it. |
Name |
The name of the document. This field is a hypertext link to the Attachments tab. |
Received Date |
The date that the signed document returns from the account. |
Sent Date |
The date that the document is sent to the account. |
Clinical research associates can also create a documentation tracking activity and attach a document. For more information, see Tracking Documentation Associated with a Contact.
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