Site Visit Tab (Report Tool)

The purpose of the Site Visits tab is to manage all aspects of a single Site Visit Report, from report completion through review and approval. The user selects from a list of available site visit dates. The user can select from other tabs including Pending Approval, Pending Review, My Pending Reports, and My Recent Reports.

Once a date is selected, a Site Visit Report Summary appears with the following tabs. If the report is Manual, then only the Overview, Attachments, and History tabs will appear.

Overview	Monitoring	Attachments	Subjects	Deviations	SAEs	History
Panels	Narrative	Documents	Consents	Issues	Review

If the Site Visit Report Restricted field is checked, all tabs will be hidden unless the user is one of the Visit Monitors, Reviewers, Approvers, Authors, or has Admin Permission for the Site Visit Reports feature.

To view the Site Visit Report Workflow Process, the user must be one of the Site Visit Monitors or Authors, or have one of the Roles listed in the Site Visit Report Process Roles configuration variable under the Site Visit Reports configuration group.

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

Field	Description
Selection Fields
Site	The user can select from available sites for this project.
Visit	The user can select from available visit dates for the selected site.
Column Headings
Site Visit Status Icon	= Site Visit has been Completed = Site Visit has not been Completed
Site	The number of the site and its investigator are displayed.
Visit Date	This column lists the dates of the visits including dates in the future.
Days	This column lists the number of days that a visit will occur.
Site Visit Report Status Icon	= Report has been approved = Report has not been approved
Visit ID	This column lists the codes for the Site Visit Category and Site Visit Type as defined in the System Tables page, with the full name of the category and type available in the tooltip.
Monitor/Author	This column lists the name of the monitor or author for the visit.
Report Status	This column lists the status of the report.
Template	This column lists the name of the Site Visit Report Template for Integrated Reports, or “Manual” for Manual Reports.
Restricted	A check in this column indicates that the site visit report is restricted from viewing unless the user is a Monitor, Author, Reviewer, or Approver for this Site Visit, or has Admin permission for Site Visit Reports. The check box indicates the value of the Restricted Access field on the Site Visit Report tab of the Site Visit module. The Enable All Site Visit Reports as Restricted under the Site Visit Reports configuration variable must be set to True.