Approval Packets

Enterprise

In Enterprise, using approval packets, you can bundle your study documents and share them with investigators and committees with just a few clicks. Then, as recipients reply, you will be able to see their replies in real time. Enterprise keeps track of the documents and responses for you and provides a dashboard for your network to view. This user guide explains how to create and send approval packets, view responses, and manage draft and pending approval packets.

What is an approval packet?

A Packet is a bundle of materials consisting of the study and related documents that is shared digitally with a person or a group of people. Through Enterprise, you can create a packet and send email notifications to recipients regarding the packet. The recipient can then access the packet directly from the email notification.

Use Approval Packets to seek feedback and replies on a study and documents. Recipients can provide a Yes or No reply and include comments. You can bundle any combination of documents together and send it to as many people as needed. You can also reuse the elements of a packet as much as needed.

Before creating or sending an approval packet, load the items listed below into Enterprise:

• The Study for which you are seeking responses, even if the study details are not yet complete.

• The Committee of people and organizations to whom you are sending the packet.

• The Email Template to deliver the packet. While the email template is quick and re-usable, you can instead choose to write a custom email as you build the packet.