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Download monitoring visit letter

When the monitoring visit is to occur or has already occurred, letters are sent to the site of the monitoring visit to confirm the visit or follow-up its occurrence.

In CTMS, you can track the most up-to-date list of letters that have been sent on corresponding monitoring visits with the Monitoring Visit Letters report and download them to your computer for offline access.

To download a monitoring visit letter

  1. Access the study management page in one of the following ways:

    • In the CTMS application header, select the DASHBOARD tab and then select the study dashboard of your interest.

      Accessing study management from dashboard
      Figure 1. Accessing study management from dashboard

    • In the CTMS application header, select the STUDY MANAGEMENT tab. Then from the Study Data List table, select the study name of your interest.

      Accessing study management from study data list
      Figure 2. Accessing study management from study data list

  2. On the study management page that opens, in the left pane, select Email Report > Monitoring Visit Letters.

  3. In the Monitoring Visit Letters List table that appears, go to the confirmation or follow-up letter that you want to download, and next to it, from the Action(s) column, select Download download_icon.png.

    Downloading monitoring visit letter
    Figure 3. Downloading monitoring visit letter

Once selected, the monitoring visit letter is downloaded to your computer in the ZIP (for multiple files) or PDF (for a single file) format.

In this section:

An activity in which a monitor, usually a clinical research associate (CRA), visits sites to review and verify study-related activities, including data collection, patient safety, and adherence to the study protocol. The monitor also verifies that the study complies with relevant regulatory requirements and GCP guidelines.

In a clinical trial, a location where the subject treatment and drug dispensation occur. It can be a hospital, a private laboratory, or other institutions.