Manage expiring contract items

You can easily create a list of contract, contract language, budget, and amendment items that have been configured for and are nearing expiration.

1. From the top navigation menu, hover over More and click Expiring items.
2. Select the study name, if necessary.
3. Click the appropriate tab to display desired results:
   1. Not specified: documents for which an expiration date has not been assigned
   2. Expired: expired documents, including the date they expired
   3. Expiring: documents that will be expiring in the next 30, 60, 90, 120, or more than 120 days (or whatever intervals your organization has configured).
4. At Item, select Documents.
5. At Show, select Active or Addressed.
6. To specify or update an expiration date for a listed contract item, click the PI name. The document work area displays. Enter an expiration date and click Done.
7. To filter the list, enter a country, site, investigator, or document name into the search box, and then Enter on your keyboard.

After completing the procedure above, if you receive an updated document, add a new version of it with a new expiration date. Remove the expiration date from the old document by clicking X next to the date.