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Assign preactivities to activity

After an activity is created, you can link it to an existing activity in the library that must be completed beforehand. This helps define task dependencies, maintain proper sequence, and ensure smooth execution of the study workflow.

To assign the preactivities to your 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, locate the activity to which you want to assign pre-activities, and next to it, from the Action(s) column, select More more_icon.png > Pre-activities Preactivities_icon.png.

    Selecting to assign preactivities
    Figure 2. Selecting to assign preactivities

  4. In the dialog that opens, assign the preactivities as explained in the following table.

    Assigning preactivities to activity
    Figure 3. Assigning preactivities to activity

    Element

    Details

    SITE LEVEL

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

    STUDY LEVEL

    Displays the activities applicable to the study. This option is visible and selectable only if the activity 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 activity was marked as applicable to the country or region 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 preactivity or preactivities are assigned to your activity.

In this section:

A task or process in a clinical trial carried out during a study to ensure its progress and compliance. These activities can include patient screening, drug administration, data collection, site monitoring, and regulatory reporting. Each activity follows a defined protocol and contributes to the overall objectives of the trial.