Tabs (Site Visit Report Template)

The Tabs section allows the creator of the Site Visit Report Template with the ability to determine which tabs will display on the Site Visit Report Tool. For example, on a Pre-study or Initiation visit template, the check should be removed from the Show Subjects check box. There is no need for the Subjects tab to display on the Site Visit Report before a study begins or as it starts since there are no subjects at this time.

 

Additional tabs are available including Template, Sections, Panels, Panel Options, and Report Options.

 

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

 

 

 

Field

Description

Show Documents

A check in the box will allow the documents to appear in the report.

Show Subjects

A check in the box will allow the subjects to appear in the report.

Show Deviations

A check in the box will allow the deviations to appear in the report.

Show Issues

A check in the box will allow the issues to appear in the report.

Show SAEs

A check in the box will allow the SAEs to appear in the report.

Show Monitoring

A check in the box will allow the monitoring to appear in the report.

 

Button

Description

Clicking the button will save the current template and create a new unpublished version of this template. The name of the new template will be set to "Copy of" plus the name of the current template. All of the sections, panels, and fields will be copied from the current template to the new template. The current template will be closed and the new template will now be displayed in edit mode.

Clicking the button will open the template to provide a visual. The blank Site Visit Report will be downloaded to the user’s browser as a PDF document.

  • If the template has not been published, the current values of the sections, panels, and fields will be used to create the blank Site Visit Report.

  • If the template has been published, the values of the sections, panels, and fields at the time the template was published will be used to create the blank Site Visit Report.

Clicking the button prevents changes once it is in use. Once the template is published, it can no longer be edited. If changes are needed, the published version and make changes, then this new template. Each published template carries the current UTC date and time as part of its name. The new template must be mapped again in the Project tab, Project Tables menu item, for Site Visit Report Template Maps.