Reviewing, Updating, and Adding Existing Documents for Tracking

Complete the procedure in this topic to review, update, and add existing documents for tracking.

Alternatively, you can create and review activities for document tracking in the Document Tracking view for a site. Similarly, you can create activities for document tracking at the protocol and region levels in the Document Tracking view for the protocol and region.

To review, update, and add existing documents for tracking

1. Navigate to the Document Tracking screen.

2. In the Document Tracking list, query for the document you want to update.

3. Drill down on the Name field of the document.

   The associated Attachment view appears.

4. In the Attachment list, query for the document and drill down on the Name field of the document.

5. Open, update, and save the document.

6. Use the thread bar to return to the document record on the Document Tracking list.

7. Copy the original document record and revise the associated site number, Region, Protocol, Contact, or Account field.