Monitoring

Manage your monitoring needs with compliant and efficient tools

Find Documents Ready for Review

Note If you have access to multiple sites or vaults, ensure that the appropriate site is selected in the vault selector.

Complete one of the following steps to find documents ready for monitor review:

  • Navigate to the Documents > Library tab, and select the Ready for Monitor Review view to view source documents that are ready for review. Note that profile documents are not displayed in this view because they’re non study-specific.
  • Navigate to the Documents > eBinder tab, and select the study in the Study Selector. Select the All Documents folder to view all finalized documents, or select a specific subfolder such as Staff > Qualifications (which contains the profile documents) to view a subset of documents.
  • Navigate to the Reporting > Dashboards tab and open the Monitor’s Review Dashboard. Select the Documents Ready for Review widget to view all documents that are ready for review.