Creating Partner Correspondence Activities

You can track all correspondence (phone, fax, email, and letters that the postal service delivers) between business partners, such as a CRO (clinical research organization) or central laboratory.

To create partner correspondence activities

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 partner correspondence activity.

3. Navigate to the Activities view.

4. In the Activities list, create a new record and complete the necessary fields.