Sending Regulatory Packets

It is possible to send documents within a regulatory pack with the following options:

1. None

2. Links

3. Attachments.

This is similar to the Email documents functionality and can be configured from Settings -> Investigative Sites -> Regulatory packet Options. Refer to the screenshot below:

To send regulatory packets follow as below:

  1. Navigate to SSU > Sites. Select the site/s for which you want to send regulatory packets from the Grid Pane.
  2. Click the Send Reg. Packet button from the top menu bar in the Grid Pane.
  3. A Confirmation needed pop up window opens asking you to confirm your action. Click Yes to continue.

  4. Once the regulatory packet emails are sent to the main contacts in the site, you will receive a status message stating the issues faced by the system while sending the emails, or stating that the process was completed successfully.
  5. The document templates, if created and specified for the selected sites, will be included as attachments in the emails. Below is the screenshot of a sample email:

  6. Click Close after the progress bar displays 100%.

When the regulatory packet is sent, and the site status is ‘Pending’, the system will automatically create a task for the SSU Specialist for the next submission deadline. The task thus created can be viewed in the Tasks module accessible from the Navigation Grid.