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View operation history of tracking log template

In CTMS, you can view the history of actions performed to the tracking log template. A tracking log template is a form used to collect and manage study-related data for regulatory documents such as Form 1572, financial disclosure form (FDF), and others. Viewing the template's history may be required if you want to know when and which particular user activated, inactivated, submitted, or approved the tracking log template. The Operation History feature maintains the records that capture the date and time of an action performed to a template along with the username of those who carried out the operation on the template.

To view the operation history of a tracking log template

  1. In the CTMS application header, select the LIBRARY tab.

  2. On the page that opens, from the left pane, select Tracking Log Template.

    Accessing tracking log template list
    Figure 1. Accessing tracking log template list

  3. From the Tracking Log Template List table, locate the template for which you want to view the history records. Then next to it, from the Action(s) column, select History history_icon.png.

    Accessing tracking log template operation history
    Figure 2. Accessing tracking log template operation history

  4. In the Operation History dialog that appears, view the required details. The information displayed in the dialog is explained in the following table.

    Analyzing tracking log template operation history
    Figure 3. Analyzing tracking log template operation history

    Element

    Details

    Create check_box_green.png

    Represents that the tracking log template is successfully created, along with the username of those who created the template, and the date and time of the template creation.

    [User role name] check_box_green.png

    Represents that the tracking log template is successfully approved, along with the role and username of those who approved the template, and the date and time of the template approval.

    Final check_box_green.png

    Represents that the tracking log template is successfully submitted and is ready to be used in the regulatory documents. Also, it mentions the username of those who submitted the template and the date and time at which the template is approved.

    When the tracking log template is in the Draft phase and is not submitted (or approved), the icon is grayed out checkbox_greyed_out.png.

    Operation

    Represents the action performed to the template along with the user role who performed the action.

    User

    Represents the username of those who performed the action to the template.

    Time

    Represents the date and time when the action is performed to the template.

    Comment

    Represents the comment added (if any) by the user while performing a particular action, such as the comment added while submitting the tracking log template.

    OK

    Select OK_button_red.png to close the Operation History dialog.

After viewing the operation history, when the Operation History dialog is closed, you are returned to the Tracking Log Template List table.

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