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Associate milestone with study activities

In CTMS, you can define milestones representing a significant phase or checkpoint in a study or project, such as subject enrollment, site openings, or critical study visits. You can associate a milestone with study activities defined in library ensuring that key project events are linked to specific tasks, enabling better tracking and coordination. This connection allows milestones to reflect progress based on the completion of associated activities.

To associate a milestone with a study activity
  1. In the CTMS application header, select the LIBRARY tab.

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

    Accessing milestone template subtab
    Figure 1. Accessing milestone template subtab

  3. On the page that opens, in the Milestone Template List table, next to the required milestone, from the Action(s) column, select Associate with Activities reference_item_icon.png.

    Selecting to associate milestone with activity
    Figure 2. Selecting to associate milestone with activity

  4. In the dialog that opens, select the activities you want to associate with your milestone as explained in the following table.

    Associating activity with milestone
    Figure 3. Associating activity with milestone

    Element

    Details

    STUDY LEVEL

    Displays the activities applicable to the study. This option is visible and selectable only if the milestone was marked as applicable to the study during its creation.

    COUNTRY/REGION LEVEL

    Displays the activities available at the country or region level. This option is visible and selectable only if the milestone was marked as applicable to the country or region during its creation.

    SITE LEVEL

    Displays the activities available for the site. This option is visible and selectable only if the milestone was marked as applicable to the site during its creation.

    Activity List

    Select the study, country/region, or site activities you want to associate with your milestone.

    Note that the activities you see here are fetched from activities predefined in the library.

    SAVE

    Select save_button.png to implement your changes.

    CANCEL

    Select cancel_button_white_blue.png to dismiss your changes without saving.

Once saved, the activities are associated with your milestone.