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Associate external recipient with site/depot

By maintaining the recipient list, you can create a contact sheet of people who are not necessarily eClinical system users, thus enabling external parties to become recipients of various system notifications.

Each external recipient account can be associated with different sites or depots to which they relate. This allows the system to notify interested parties of site and depot shipments and their proceedings.

To associate an external recipient with a site or depot
  1. In the IWRS application header, select the ALERT tab.

  2. On the page that opens, from the left pane, select External Recipient.

    Accessing external recipient list
    Figure 1. Accessing external recipient list

  3. On the External Recipient page that opens, locate the recipient's account that you want to associate with the site or depot. Then from the Action(s) column next to it, select More more_icon.png > Associate diagram_icon.png.

    Accessing option to associate recipient account with site or depot
    Figure 2. Accessing option to associate recipient account with site or depot

  4. In the Associate dialog that appears, under the Site or Depot list, select the checkboxes next to those with which you want to associate the recipient's account. Then select save_button_white_red.png.

    Associating recipient account with site or depot
    Figure 3. Associating recipient account with site or depot

Once saved, the account is associated with the selected site or depot. The recipient starts receiving shipment correspondence for their respective site or depot.