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Siebel Life Sciences Guide > Managing Contacts in Life Sciences > Process of Managing Contacts >
Tracking Documentation Associated with a Contact
Clinical research associates can attach electronic files, such as CVs, contracts, and reports, that might be associated with a contact and record significant dates, such as the date the document is sent, received, expected, or expires. This task is a step in Process of Managing Contacts. Adding an Attachment to a Contact
The following procedure show you how to add an attachment to a contact. To add an attachment to a contact
- Navigate to the Contacts screen, then the Contacts List.
- In the Contacts list, select a contact and drill down on the Last Name.
- Click the Document Tracking tab.
- In the Document Tracking list, create a new record and complete the necessary fields.
Some fields are described in the following table.
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Activity |
Must be 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 be received from the contact. |
Expiration Date |
The date the document expires. |
Name |
The document name. This is a hyperlink to the Attachments view. |
Lock Assignment |
Determine whether the Assigned To field should be locked. If the activity is locked, Assignment Manager will not access it. If it is unlocked, Assignment Manager can reassign it. |
- Select the record you just created and click the Attachments tab.
- Create a new record and add the document as an attachment.
Tracking Documentation Associated With a Contact
The following procedure shows you how to track documentation associated with a contact. To track documentation associated with a contact
- Navigate to the Contacts screen, then the Contacts List.
- In the Contacts list, select for whom you want to track documentation and drill down on the Last Name.
- Click the Document Tracking tab.
- In the Document Tracking list, query for the document of interest and complete the necessary fields.
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