Creating Activities for Document Tracking

Users collect numerous documents during clinical trials, either as electronic files or as paper. You must track and periodically update these documents. You can associate documents with sites, regions, protocols, contacts, or accounts.

This task is a step in Process of Managing Sites and Contacts for Clinical Trials.

To create an activity for document tracking

1. Navigate to the Document Tracking screen.

2. In the Document Tracking list, create a new record and complete the necessary fields as shown in the following table.

   Note: You can associate an activity for document tracking with only one of the available tracking levels or entities.

   Field	Comments
   Name	Type the document name. In the Document Tracking list, you can click the link in this field to navigate to the associated Attachments view.
   Site #, Region, Protocol, Contact, or Account.	Select a value in one of these five fields to assign the activity for document tracking to one of these five levels. In the Document Tracking list, you can click the link the selected field to navigate to the Activities view.