Monitoring

Monitoring tasks for site staff and monitors or CRAs

Review, Edit, or Cancel Open Issues

Issues are logged when a document’s Monitoring Status is set to Issues Found or if the Request Missing Document process was initiated. You can track open issues by selecting Open Issues from any Study eBinder page.

  1. Select Open Issues from any Study eBinder page.
    eBinder - Monitoring Open Issues
  2. Select an Issue Number to review issue details.
    Monitoring Issue Number
  3. Complete any needed actions:
    • From the All Actions menu, select from:
      • Edit to edit fields in Details
      • Download as PDF
    • From the Workflow Timeline Actions menu, select from:
      • Add Participants to include additional site staff in the issue workflow
      • Email Participants to initiate an email with all issue workflow participants
      • Cancel Workflow to cancel this issue and return this document’s Monitoring Status to Ready for Review
    Monitoring Issue Details Actions
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