Creating Correspondence Activities for Sites

Complete the procedure in this topic to create a correspondence activity for a site.

To create a correspondence activity for a site

  1. Navigate to the Site Management screen, then the Protocol Site List view.

  2. In the Protocol Site list, drill down on the site number field of the site for which you want to create a correspondence activity.

  3. Navigate to the Activities view.

  4. In the Activities list, create a new record and complete the necessary fields as shown in the following table.

    Field

    Comments

    Activity

    Displays a value of Correspondence by default.

    Activity Type

    Select an activity type. The following values are available:

    • Case Report Form

    • Email

    • Fax

    • Mail

    • Phone

    Description

    Type a brief description for the correspondence activity.

    Screen #

    Displays the number of screens for the correspondence.

    Comments

    Type relevant comments about the correspondence activity.

    Last Name

    Select the last name of the creator of the correspondence activity. This field is a required.