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

1. Navigate to the Account screen, then the Accounts List view.

2. In the Accounts list, drill down on an account.

3. Click the Document Tracking tab.

4. In the Document Tracking list, you can view, edit, create, and delete document records as required.

   Some fields are described in the following table.

   Field	Comments
   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.