CRA Visit Types

The visit types configured in this section are available to CRA users in the CRA Reconciliation module. When creating a CRA TMF Reconciliation Report, the CRA must select a visit type to ensure reports from multiple site visits can be easily distinguished.

Follow the steps to Add, Edit, and Delete the CRA Visit Type:

1. Click Add, the CRA Visit Type field gets enabled. Enter the name and hit Enter.
2. Type in the desired term and press Enter.
   1. Changes made here are saved automatically.
   2. These visit types automatically appear in the dropdown while creating the CRA TMF Reconciliation Report.
3. To edit a visit type, double-click the visit type, or select it and click the Edit button from the toolbar above.
4. To delete a visit type, select the visit type and click Delete from the toolbar above.

Additions and changes made here are saved automatically.