Add an ad hoc document

Oracle Site Activate workflows are configured for the documents your organization wants to track, but sometimes you need to track a document you did not expect to track. You can add these “ad hoc” documents and choose a preconfigured workflow (document collection) that creates the activities you need to track.

1. Display the study home, study country or site details page for the study, country or site for which you will track the document.
2. From the Actions menu, select Add an ad-hoc document.
3. At Select an existing ad-hoc document..., review the list of existing documents to see if the document is already managed in Oracle Site Activate. If it is on the list, select the document and click Next.
4. If the document is not already managed in Oracle Site Activate, expand the Or add a new ad-hoc document... section then specify the document name, type, protocol version (if applicable) and select a workflow to process the document.
5. Click Next.
6. If the document you want to add is a country-level document, select the countries for which you are adding this document, and click Next.
7. Review your selections. If you need to make changes, click Back to return to the selection and change it.
8. Click Done.

The new document displays on the Document Activities tab for the study, study country, or site.