Monitoring

Monitoring tasks for site staff and monitors or CRAs

Update Source Documents

Tip When creating a new draft version for corrected source documents, you can upload only the page(s) that require correction. Use the version comments and description to indicate the reason for the partial upload.

Note If you need to update a source document that was created before January 1, 2021, the Create Draft action is no longer available. Instead, update the document to a Superseded status (select Change State to Superseded from the Workflow Actions menu), and use the Make a Copy action or upload a new document to create the new version.

Complete the Upload a New Version of a Document steps to update a finalized source document. Ensure that you finalize the document to make it ready for monitor review.

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