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Quick summary
  • Settings → Meetings sets how often you’re reminded to hold clinical safety meetings and review your CRMP.
  • The schedules set reminders, not the CRMP itself.

Set your schedules

1

Open Settings → Meetings

Choose how often you’re reminded to hold clinical safety meetings.
The Meetings tab under Workspace Settings, with the Clinical Meeting Schedule and Clinical Plan Schedule dropdowns numbered 1 and 2

1 Clinical Meeting Schedule and 2 Clinical Plan Schedule, each with its own interval.

2

Set your Clinical Plan Schedule and save

Choose how often you’re reminded to review your Clinical Risk Management Plan (CRMP), a document kept in Documents, then save. The intervals are independent, and you can change both later.

Interval options

What we recommendMatch the Clinical Plan Schedule to how often your CRMP changes, not just the annual default: a fast-moving product can warrant a 3-month review, a stable one only annual.

Clinical risk management plan

Where the Clinical Risk Management Plan itself lives, as a document.

Clinical Safety: Overview

The wider clinical safety picture these schedules support.