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Sign site inventory reconciliation list

An inventory reconciliation is a practice mostly performed by the clinical research associate (CRA) to ensure the quantity of items to be returned to the depot or destroyed at the site is valid according to the previously reported numbers by the clinical research coordinator (CRC).

Once all the required reconciliation activities are performed at the site, the CRA in charge must sign the reconciliation list to verify it.

To sign the site inventory reconciliation list
  1. In the IWRS application header, select the SITE tab.

  2. On the Site List page that opens, in the table, select the site code of your interest.

    Selecting site to open its details
    Figure 1. Selecting site to open its details

  3. On the page that opens, from the left pane, select Inventory.

  4. On the inventory page, from the contents panel, select Reconciliation.

    Accessing site inventory reconciliation
    Figure 2. Accessing site inventory reconciliation

    Tip

    Once you open the reconciliation page for a site, you can use the breadcrumbs navigation to switch between different sites' reconciliation lists without returning to the Site List page.

    Switching sites from reconciliation page
    Figure 3. Switching sites from reconciliation page

  5. From the workspace toolbar of the Reconciliation page, select Signature signature_icon.png.

    Signing site reconciliation list
    Figure 4. Signing site reconciliation list

  6. In the Signature dialog that appears, provide your credentials as explained in the following table.

    Providing signature credentials
    Figure 5. Providing signature credentials

    Tip

    In the following table, mandatory elements are marked with an asterisk (*).

    Element

    Details

    Username or Email*

    Enter your username or email that you use to log in to the eClinical applications.

    Send Code

    Select send_code_button.png to send the temporary PIN code to your email for which the SSO method is configured.

    The button is only available if you use the authorization method via SSO.

    Code*

    Enter the temporary PIN code that you received via email.

    The field is only available if you use the authorization method via SSO.

    Password*

    Enter the password that you use to log in to the eClinical applications.

    The field is only available if you use the authorization method by providing your login and password.

    Submit Electronic Signature

    Select submit_electronic_signature_button.png to confirm your action with your signature and save the implemented changes.

    x_icon.png

    Select the cross icon to discard the action, close the dialog, and return to the Reconciliation page.

Once signed, you have verified all the details stated in the reconciliation list, and no amendments are allowed.

Important

To enable amendments, consider retrieving the signature from the reconciliation list by unsigning it.