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

If you have not yet Created and Confirmed the monitoring visit, do that first.

When you are ready to go onsite to conduct a monitoring visit, you can start the visit in the system. Starting a visit changes its status from Confirmed to In Progress.

To start a monitoring visit:

  1. Navigate to the Study Management homepage. Use the study selector to navigate to the correct country and site.

    Selecting a site on the homepage

  2. In the Monitoring Plan section, click the Visit you want to start.

    Selecting a visit

  3. Select Start Monitoring Visit from the Workflow Actions menu.

    Clicking Start Monitoring Visit

  4. Specify the Actual Start and End Date for the visit and click Start.

    Entering actual plan dates and clicking Start

What is the next step?

Review & Complete Monitoring Details