Draft

The "Draft" status appears after the PME adds new Visit via the "Add New Visit" button. See more information about adding new Visit here.

Click on each tab below to open the detailed information about available options for the Visit in "Draft" status in accordance with the user role:

PME

Here is the overall UI for the Visit in "Draft" status for PME:

Visit in "Draft" status: overall UI for PME

Available options

There is a split button "Save" at the bottom of the status panel.

Save button

Clicking the arrow on the button opens the additional options "Assign" and "Cancel Visit":

Additional options for Visit in "Draft" status

Editing and Saving changes

Visit in the "Draft" status can be edited by PME. See more details on user rights in the user rights article.

The user can Save changes by clicking the "Save" button.

Assigning

Clicking "Assign" button moves user to the screen for Visit in the "Assigned" status.

Email notifications

The following email notifications are sent to the TPM Focal point and corresponding Third Party Monitor after the Visit was assigned:

Email to Third Party Monitor

Email of granting access to TPM Focal Point

Similar email notifications are sent after PME re-assigns the Visit in "TPM Rejected" status.

See more details about email notification flow here.

Cancellation

Clicking "Cancel Visit" option takes user to the following modal window where the user has to write the cancellation reason:

Cancellation modal window

The screen for Visit in "Cancelled" status is opened after clicking "Continue" button in the modal window.

TPM Focal Point

TPM Focal Point has no access to the Visit in "Draft" status.

See more information of the user rights and permissions here.