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Attachments (Report Tool)

The purpose of this page is to display the list of Site Visit Attachment records for the current Site Visit. Users can click to add one document at a time or to open the Document module; or to download the document.

The Document Type base table is SiteVisit.

Additional information is available on the Overview, Panels, Monitoring, Narrative, Documents, Subjects, Consents, Deviations, Issues, SAEs, Review, and History tabs. The administrator makes the tabs available by selecting the appropriate check boxes on the Administration tab > Site Visit Report Templates > Tabs module.

To view the report as it will print, click , which opens the report as a PDF file with the report status as Current Version Preview and the signature section is left blank. This button will be hidden if the current Site Visit Report does not have a Site Visit Report Template assigned, or if the Site Visit Report Status is Approved or higher. The responses and data fields on the report will represent the current values at the time the button was clicked, except for any sub-report sections, which will reflect the current data up to the time the Site Visit Report Status is changed to First Draft. This prevents changes in sub-report data made after the First Draft from inadvertently updating the Site Visit Report.

Click Common Buttons for a description of the buttons found throughout the system and their uses.

Field	Description
Document	This column lists the document names.
Comment	This column displays any comments made on the Document module.
Date	This column displays the date provided for the document.
Expiration	This column displays the date that the document expires. It will display N/A if the document was defined to not have an expiration date on the Document module.
Upload/Link Date	This column displays the date that the document was added to the system.
User	This column displays the initials of the user who uploaded the document.
Type	This column displays an icon of the document's file type, e.g. Word, Excel, PDF, etc. The available icons are listed on the Document Extensions page on the System Tables page of the Administration tab.
Src	This column displays an icon that indicates the location and availability of the document. Uploaded to CTMS Database Linked to Network File Linked to Network File, but file is not found Linked to Network File, not linking to network files is no longer enabled in Configuration Linked to SharePoint Document Linked to SharePoint Document, but document is not found Linked to SharePoint Document, but linking to SharePoint is no longer enabled in Configuration or the SharePoint Site has been inactivated