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

If you have not yet completed monitoring visit details, answered visit questions, and recorded any necessary issues and follow up items, do that first.

Once you have completed a visit, you can send it out for review and approval, typically to a Study Manager or Lead Monitor. Once sent, the monitoring visit status will change to In Review.

To send a visit for review and approval:

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

    Selecting site on homepage

  2. In the Monitoring Plan section, click the Visit you are conducting.

    Selecting visit

  3. Select Start Visit Report Review & Approval from the Workflow Actions menu.

    Clicking Start Visit Report Review & Approval

  4. Select one or more Reviewers and Due Date for the review.

  5. Click Start. The Visit Report is generated and creates a review task for all reviewers.

    Selecting reviewers and clicking Start

What is the next step?

Review & Approve a Visit Report