Site Visit Follow-up Letter Creation

To create a Site Visit Follow-up letter, follow the steps below.

  1. Navigate to the Site Visit General Information screen by following the steps detailed in the Site Visit Navigation section and click on the +Follow-Up Letter link.
  2. On the Follow-Up Letter screen, click on the Generate Letter button.

  3. On the Generate Follow-Up Letter screen, configure each step and click on the Next button until the last step.
  4. On the last step, click on the Create button.

  5. On the Follow-Up Letter screen, click on the View Letter link.

  6. A Follow-up letter is generated, and TI Viewer is opened displaying the letter.

Note: To electronically sign the follow-up letter, follow the standard steps detailed in the Signing the Document and Approval Workflow section.