Review Essential Documents

Click on ESSENTIAL DOCUMENTS under CENTER, STUDY/COUNTRY or
STUDY levels to make sure all documents have been filled.
Check Material

Click on MATERIAL DOCUMENTS under CENTER, STUDY/COUNTRY or
STUDY levels and check whether all materials have been
returned.
Enter Stop Dates Internal Personnel
(if tracked)

Click on INTERNAL PERS. DOCUMENTS under CENTER, STUDY/COUNTRY
or STUDY levels

Enter the stop dates for all internal personnels.
Enter Stop Dates Associated
Personnel (if tracked)

Click on ASSOCIATED PERS. DOCUMENTS under CENTER, STUDY/COUNTRY
or STUDY levels.

Enter the stop dates for all associated personnels.
Enter all Fees (if tracked)

Click on FEES at the Study, Study/Country and Center
levels.

Enter the fees not already entered.
Check the Scientific and Financial
Statuses:

To edit the scientific and financial statuses you need to go to
the Center Form or Study/Country Form or Study Form.

Click on the desired level.

Highlight the required Center or Study/Country or Study.

Click on edit in the right lower horizontal toolbar.