Regenerate Site Visit Report

When a report is rejected, report authors can either revise the visit information and regenerate the visit report or modify the document's content to revise it.

To regenerate a site visit report as author, follow the steps below.

1. Navigate to the Site Visit General Information screen by following the steps detailed in the Site Visit Navigation section.
2. Navigate to the Visit Report section, click the ‘Review Rejected Document’.

   

3. The report is opened in TI Viewer.

4. Click on the ‘Edit Report’ and select the ‘Revise Visit Information’ option.

   

5. Click ‘Revise Visit Information’.

   

6. In CTMS, make changes to the visit information and click on the Regenerate Report.

   

7. Verify the visit information and add additional information by selecting required options from the Related Documentation dropdown.

8. Click ‘Generate Report’.

   

9. Click the ‘View Report’ link.

   

10. Repeat Steps 6 to 12 to send the report to the approval workflow from the Site Visit Final Report Generation section.