Displaying My Site Visits Information

CRAs or logged in users can view all available site visits and related information in the My Site Visits screen.

To display My Site Visits information

1. Tap Side Menu on the application banner, and then tap My Site Visits to display the following:

   • The My Site Visits list in the side pane, which includes the following information: Visit Name, Visit Start, Account (associated with the visit).

     Use these fields to search for a particular site visit.

   • The site visit details in the main pane, which includes the following information: Visit Status (Editable), Visit Type, Primary Assignee, Trip report Status, Site, Region, Completed (Editable), Comments (Editable).

     And the following related information: Checklist Activities, Current Follow Up, All Follow Up, CRF Tracking.

2. Tap a record in the My Site Visits list.

   All the site visit details for the selected record appear, including the following related information:

   • Checklist Activities. Tap the down arrow next to Checklist Activities to view all the checklist activities associated with the selected site visit.

   • Current Follow Up. Tap the down arrow next to Current Follow Up to view the most current follow up information associated with the selected site visit.

   • All Follow Up. Tap the down arrow next to All Follow Up to view all the follow up information associated with the selected site visit.

   • CRF Tracking. Tap the down arrow next to CRF Tracking to view all the CRF tracking information associated with the selected site visit.