Panels (Site Visit Report Tool)

The purpose of this page is to display the list of Site Visit Report Panels for the current Site Visit Report (SVR). This tab will be hidden if the current user does not have permission for the SVR Process.

Report Authors (as indicated in the Site Visit module Visit Monitor field) will start the report by clicking next to the first question, which will open the Panel module (see Panel Example). The author will answer one question at a time. Questions can be left blank temporarily, but must be answered before they can be submitted for review and approval. Once all questions have been answered, the author returns to the Overview tab and clicks , which will allow the Reviewer the opportunity to comment. A Signing Password is required if the Enable Electronic Signature on Site Visit Reports Configuration variable on the Site Visit Reports configuration group is set to True. Administrators can allow the login password to be the signing password by setting the Use Login Password for Electronic Signature Configuration variable on the Site Visit Reports configuration group to True.

Reviewers can view each site visit report and leave comments for the author in either the Review Comments tab on the panel or on the Review tab (next to the History tab). Comments left by the Reviewer will have a warning symbol on the specific panel on the Panel tab. When Reviewers are done leaving comments, they must click on the Overview tab for the Author to reply.

When the Author returns to the Overview tab, the warning symbol will indicate comments from the Reviewer that need to be addressed. The Author goes to the Panels tab and selects those panels with the warning symbol(s). Then, they go to the Review Comment tab to respond to the comments and close the issue(s). Once all comments are addressed, Authors must click on the Overview tab to submit the report.

Under the Workflow Event, once the Approved step is reached, the Approver (who may be the Reviewer based on the Configuration variables in the System Tables Site Visits) will review and approve the document using their Signing Password and update the Workflow Status.

Additional information is available on the Overview, Monitoring, Narrative, Attachments, 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.