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.

To configure site visit types, follow the steps below:

1. On the CRA Visit Types settings page, click +Add.
2. Enter the visit type name
   
   
   
3. To edit a visit type, double-click the visit type, or select it and click the Edit button.
4. Update the visit type name.
   
   
   

5. To delete a visit type, select the visit type and click Delete.

   
   
   
6. Click Yes on the confirmation pop-up.