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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.

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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.

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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.