Site Visit Report Status Synchronization

This enhancement ensures better alignment between the site visit document state (within the CCR) and the status reflected within the Report Status field within the site visit (within CTMS). It introduces new automated statuses and refines existing ones for more accurate and timely tracking of site visit reports, improving overall workflow efficiency and reporting accuracy.

What’s New:

• Report Generated: Automatically set when a report/document is successfully created.
• In Review: Automatically set when a reviewer begins the site visit report/document review.
• Revised: Now set only after a rejected report is regenerated and the document approval workflow is started (within the CCR.)

Additionally, the Report Generated and In Review statuses will be added to the Site Visit Report Review Status dashboard and the CRA Visit Report Performance dashboard, improving visibility and performance tracking.