Track ad hoc documents

If you need to track a document that you didn't originally plan for, you can add the document at the study country or site level.

1. Display the study country or site details page for the country or site for which you will track the document.
2. From the Actions menu, select Add an ad-hoc document.
3. Under Or add a new ad-hoc document for one or more sites, enter a unique document name.
4. Select the document type from the drop-down menu.
5. If the document should be tracked with a specific protocol version, indicate which one.
6. Select the workflow to use when processing the document.
7. Click Next.
8. Indicate the site(s) or country(ies) for which the document will be tracked.
9. Confirm or edit your selections, and click Done.