Monitoring

Monitoring tasks for site staff and monitors or CRAs

Monitor Access and Limitations

Once added to a study, an external user can complete the monitoring of study documents in the approved or steady state.

Access Provides:

  • Ability to view and annotate documents in the approved or steady state (major version documents such as 1.0 or 2.0).
  • Ability to create monitoring issues and request missing documents.
  • Reports monitor/CRA can access:
    • Documents Ready for Monitoring Review (included in the Monitor Review Dashboard)
    • Documents Waiting on Site Response (included in the Monitor Review Dashboard)
    • Monitoring Issues (multiple)
    • New documents since the previous monitoring visit
    • Read and Understand History
  • Monitor Review Dashboard

Access Does Not Provide:

  • Visibility to any documents in the Draft state.
  • Ability to edit, upload, or delete documents.
  • Ability to download participant source documents.
  • Ability to view financial documents such as contracts or budgets.
Feedback