Reports Reconciliation

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The Reports Reconciliation section provides details about CRA Reconciliation Reports, which help CRAs make informed decisions regarding site visits. CRAs must determine which documents need to be added to both the eTMF and site binder, which should be transferred from the eTMF to the site binder, and which need to be moved from the site binder to the eTMF. The Site Report provides this information, enabling CRAs to verify outstanding documents and ensure proper documentation during their next site visit.



The CRA TMF Reconciliation module serves as the repository for CRA TMF Reconciliation reports generated during site visits. Access this page from the Navigation Grid. Upon entering the reports area via the link on the left side of the screen, a list of reports will be displayed in the grid.

Users can choose to view the reports by Site, Visit Type, or CRA using the dropdown menu on the left. Clicking a report in the grid will populate the report information in the metadata panel on the right side of the screen. Additionally, users have the option to create, edit, or delete a CRA TMF Reconciliation Report using the Create, Edit, or Delete icons located in the top ribbon.