Building and Modifying a Site Visit Report Template

Site Visit Reports Authors can complete their reports electronically in ClinPlus CTMS. Administrators need to build the reports by following these steps and the links within each step:

 

  1. Enter the Site Visit Report questions into the Administration tab, System Tables menu item for the Site Visit Report Fields table.
  2. Create the Site Visit Report Template in the Administration tab, System Tables menu item for the Site Visit Report Templates table.
  3. Connect the new template to your project in the Project tab, Project Tables menu item for Site Visit Report Template Maps.

 

 

When a modification to the template is needed:

 

  1. Click the Copy button of the published template.
  2. Rename the template.
  3. Delete questions that are no longer needed. Add questions in the Site Visit Report Fields table and return to the Site Visit Report Templates table to add them to this template.
  4. Connect the new template to your project in the Project tab, Project Tables menu item for Site Visit Report Template Maps. For the reports that are in progress with the old template and are required to use the new template, the author can reassign the template on the Site Visit module, Site Visit Report tab. The responses to the questions that are the same will be brought forward into the new template. Any review comments with the type of Report or Narrative will be available on the new template. However, review comments with the type of Panel will not be available on the new template.