Trial Checklist Population

The Trial Checklist contains the Trial-level items that have been identified as required documents. These items are grouped by study milestone.

The Trial Checklist is not populated manually. Items are added to the list via an NDP file when the workspace is created. Each item will be identified as a Missing document. The item will remain in a Missing status until the document is created and approved, at which time the status will be updated to Final and the Document URL will be populated.

Additional documents can be manually added to the Trial Checklist.

A user with the appropriate permissions adds the required items to the checklist as follows:

1. Select View All Site Content from the Site Actions menu.
2. Select the Study Document Checklist from the Lists section.
   Tip: The internal list name for the Trial Checklist is Study Document Check list.
3. Click on the Add new item link.
4. Populate the Domain, Group and Artifact to identify the content type.
5. Select a Study Milestone.
6. Select Missing from the Document Status menu.
7. Click on the Save button.