eTM Help > Study Planning > Study/Country Level > Define Externalized Services >

Track Exchanges with Externalized Services

To enter/edit the exchanges with a service provider, click on TRACKING in External Services window.
Click on ADD/edit in the lower horizontal toolbar.

Personnel Ext. (Principal associated personnel, Initiator.
An exchange can be any type of communication (e.g. telephone, correspondence, visit, etc.)
Default value of Initiator is 'Internal'; remember to change this if initiator of exchange was external.
Screen is identical to tracking exchange window of contacts with associated personnel.

Aside from the information captured in this window, the following information will be displayed in the contact report: Product, Study Number.