Send Visit for Review & Approval

Who can complete this task? Veeva Clinical Basics: Vault Admin, Study Manager, Monitor

If you have not yet completed monitoring visit details, answered visit questions, and recorded any necessary issues and follow up items, do that first.

Once you have completed a visit, you can send it out for review and approval, typically to a Study Manager or Lead Monitor. Once sent, the monitoring visit status will change to In Review.

To send a visit for review and approval:

  1. Navigate to the Study Management homepage. Use the study selector to navigate to the correct country and site.

    Screenshot step 1

  2. In the Monitoring Plan section, click the Visit you are conducting.

    Screenshot step 2

  3. Select Start Visit Report Review & Approval from the Workflow Actions menu.

    Screenshot step 3

  4. Select one or more Reviewers and Due Date for the review.

  5. Click Start. The Visit Report is generated and creates a review task for all reviewers.

    Screenshot steps 4 and 5

What is the next step?

Review & Approve a Visit Report