Sending Regulatory Packets

It is possible to send docs 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. This opens the Send Regulatory Packet popup window.

  3. Optional) Enter the email address(s) in the CC field by clicking the Add button displayed in the top right corner.
  4. Click the Send button displayed at the bottom of the popup window.
  5. A notification is displayed at the top right corner as Send Regulatory Packet- Processing and in a few minutes as – Operation was successfully completed.
  6. Click the Get Job Result button in the notification displayed.
  7. A Job Result popup window is displayed – Operation was successfully completed! Click Close.
  8. Once the regulatory packet emails are sent to the main contacts on the site, the user receives a status message stating the issues faced by the system while sending the emails or stating that the process was completed successfully.
  9. 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:

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.