Add Site Specific Requirements

Follow the steps mentioned below to add site-specific requirements:

• Select the checkbox of the site to add site-specific documents.
• Click the Edit button displayed on the top menu bar.

• Click the Add button now displayed in the menu bar.

• This opens the Add Required Document Types popup window. Expand the arrow to view the list of required document types.
• Select the checkbox of the appropriate document type.
• Select the checkbox for ‘eTMF’ in the right-side section of the popup window. This enables the Save button to be displayed at the bottom.

• Click the Save button displayed at the bottom of the popup window.
• The newly added site visit document type is displayed in the grid.

• Again, click the Save button displayed in the top menu bar.