Assign, Accept and Reject (TPM)
Purpose: assign the visit to a Third-party Monitor
Who: PME
When: after drafting and customizing the visit detail, next step is to assign the visit to a TPM.
- Once the Staff has finalized the list of questions, the activity can be assigned. Staffers can assign the monitoring activity to a Third-party monitor.
When clicking ASSIGN, the activity will be assigned to whoever was selected in the details page, and they will receive a notification.
- The TPM will get a notification that they have been assigned a field visit, then they can either:
- Accept the assigned field visit, and the process moves on to Data Collection.
- Reject the assigned field visit, and the FM visit returns to Draft stage.