Choose from the following options to locate documents ready for monitor review:

Study eBinder

Navigate to Documents > Study eBinder and select the study in the Study Selector. Select the All Documents folder or select a subfolder to view a subset of documents. To filter the view by monitoring status, choose from one of the following tab views:

• All: All finalized documents in the selected folder, regardless of monitoring status.
• Ready for Review: All documents start in the Ready for Review status. Any document with a new version stacked will also start in Ready for Review. Previous versions will maintain their previous states.
  • Selecting the Issues Found status will prompt you to send an issue to the site.
  • When a site user addresses an issue, the status updates to Issue Resolved.
• Complete: Documents in the selected folder that have been reviewed or do not require a review by a Monitor/External user. The following statuses are considered Completed statuses but can be updated at any time:
  • Reviewed No Issues
  • Review Not required

Library

Navigate to Documents > Library and select the Ready for Monitor Review view to view documents that are ready for review. Note that profile documents are not displayed in this view because they’re non-study-specific.

Monitor’s Review Dashboard

Navigate to Reporting > Dashboards and open the Monitor’s Review Dashboard. Select your study and then the Documents Ready for Review widget. This report displays a list of all documents ready for review.