Who can complete this task?
  • Clinical Basics: CTMS Vault Admin, Clinical Basics: Study Manager, Clinical Basics: Monitor

Metrics, such as subject count totals, enrollment rate, screen failure rate, and drop out rate are typically planned and tracked at the Study level and the Site level, but can also be planned and tracked at the Country level as well.

Planned metrics are typically recorded by the Study Manager. Actuals are automatically recorded based on subject data.

To record planned metrics at the Study level:

  1. Navigate to the Study Management homepage and select a Study. Do not drill down to the country or site level.

  2. Click the study link.

    Clicking the study link on the homepage

  3. Click Metrics from the Study Timeline and Enrollment group on the left.

  4. Record Planned Metrics in the grid.

    Metrics at the study level

To record planned metrics at the Site level:

  1. Navigate to the Study Management homepage and select a Study, Country, and Site.

  2. Click the site link.

    Clicking the site link from the homepage

  3. Click Metrics from the Site Timeline and Enrollment group on the left.

  4. Record Planned Metrics in the grid.

    Metrics at the site level

Study Management Homepage

On the homepage, you can see a visualization of summary metrics at the Study, Country, or Site level. Navigate to the Study Management homepage and drill down to the level you want to view metrics at. Hover your mouse over one of the charts to see more details.

Metrics grid on the CTMS homepage