Manually Generating Trip Report Files

If for some reason a trip report file is not generated automatically once a site visit is approved (this is usually due to BI Publisher not working), then a notification is sent to the concerned team members notifying them of the situation and the Generate Report button on the Site Visits screen is activated.

You configure the team members to notify (upon failure to generate a trip report file once a site visit is approved) in the BC user property BIP Error Notification List. The values you can assign to BIP Error Notification List are Approver, Reviewer, Primary, and Team. The default value is Primary and a maximum of two values can be configured. For example: Approver, Reviewer.

This task is a step in Process of Setting Up Integration Between CTMS and eTMF.

To manually generate a trip report file

1. Navigate to the Site Visits screen, then the Clinical Site Visits List view.
2. Query for the approved site visit that you want (where the trip report file failed to generate).
3. Click Generate Report.
   A trip report file is generated with a status of Approved and it is automatically added to the Site Visit Attachment view