Tracking Documentation Milestones
Complete the procedure in this topic to track documentation milestones.
To track documentation milestones
Navigate to the Site Management screen, then the Protocol Site List view.
In the Protocol Site list, drill down on the site number field of the site for which you want to track documentation.
Navigate to the Document Tracking view.
A list of documents associated with the clinical trial appears.
Query for the appropriate document and complete the necessary fields as shown in the following table.
Field
Comments
Activity
Displays a value of Document by default.
Name
Type the name of the document. This field is a hypertext link to the Attachments view.
Sent Date
Select the date that you send the document to the site.
Expected Date
Select the date that the site is expected to return the signed document.
Received Date
Select the date that the site returns the signed document.
Expiration Date
Select the date that the document expires.
Assigned To
Select the user ID of person assigned responsibility for the document.
Lock Assignment
Select this field as necessary. If the activity is locked, then Assignment Manager cannot access it. If it is unlocked, then Assignment Manager can reassign it.