The Attachments tab connects documents
to their modules. The number next to the Attachment header indicates the
number of documents that have been uploaded to this module. Users can
click the +Add
New button to
add one document at a time or 
to open the Document module; or 
to download the document.
The Document Type base table is Site.
This Attachments tab is available for site visit reports that are either Manual or Integrated (see the Overview tab for more information). For an Integrated report, other tabs may be available including 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 Preview Report button, 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 subreport data made after the First Draft from inadvertently updating the Site Visit Report.
When printing the site visit report, the attachments are not included or merged into the report like a sub-report. The attachments can be viewed or downloaded on this page, the Site Visits page, and the Site Visit Reports page.
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. |
Date |
This column displays the date provided for the document. |
Upload/Link Date |
This column displays the date that the document was added to the system. |
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. |
Source |
This column displays an icon that indicates the location of the document.
|