Analyze operation history for payment request
A payment request is an inquiry to perform financial compensation for a service. In a clinical trial, payment requests are created to maintain financial operations between the sponsor and their vendors or other involved parties, such as sites, labs, and research facilities.
In the course of a clinical trial, various modifications can be made to the payment request, and it is vital to keep record of such changes for compliance and traceability reasons. The operation history provides an exhaustive, structured log of events, helping you trace what they were, who performed them, and when.
-
In the EDC application header, select the STUDY INFO tab.
-
On the page that opens, in the left pane, select Site Payment > Payment Request List.
Figure 1. Accessing payment request list
-
On the Payment Request List page that opens, locate the request for which you want to analyze the history of operations. Then from the Action column next to it, select Operation History
.
Figure 2. Accessing operation history for payment request
-
In the Operation History dialog that opens, analyze the details of all the actions performed with the payment request from its creation and up-to-date.
Figure 3. Analyzing operation history for payment request
You have analyzed the operation history for the payment request. You can now select 
to close the dialog and return to the Payment
Request List page.