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Create activity

In the CTMS library, you can create an activity to use it later in a study. An activity in a clinical trial refers to a specific task, process, or event that must be completed as part of the study workflow. Activities are essential for effective study execution, tracking, and regulatory compliance, helping each phase move forward in line with the protocol.

To create an activity

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

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

    Accessing activity template subtab
    Figure 1. Accessing activity template subtab

  3. On the Activity Template List page that opens, from the workspace toolbar, select New Item add_new_icon.png.

    Selecting to create new activity
    Figure 2. Selecting to create new activity

  4. In the dialog that opens, enter the new activity or activities' details as explained in the following table.

    Creating new activities
    Figure 3. Creating new activities

    Element

    Details

    Name

    Enter a unique name for the activity.

    Description

    Enter the activity's description providing additional details or clarification to the system users.

    Study Level

    Select the checkbox if you want to add the activity to your current study in which you are working.

    Country/Region Level

    Select the checkbox to add the activity in all the countries and regions where the study is held and which are referenced in the system.

    Site Level

    Select the checkbox to add the activity to all the sites of the study.

    Unit

    Select the measurement unit for the activity, such as study, panel, page, and others.

    Add activity

    Select Activity_button.png to add an additional row where you can define a new activity. This way, you can define multiple activities and then add them all at once.

    Remove

    Select Remove_icon_minus.png to remove an activity you have accidentally added.

    SAVE

    Select save_button.png to implement your changes and add the activities.

    CANCEL

    Select cancel_button_white_blue.png to dismiss your changes without saving.

Once saved, the activity or activities are added. You can now proceed to assign the pre-activities or associate the activity with a predefined category.

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