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Analyze operation history for fee item

A fee item represents an individual service or occurrence intended for financial compensation, such as drug distribution, data storage, equipment usage, subject visit performance, and so on.

In the course of a clinical trial, various modifications can be made to the fee items, 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.

To analyze the operation history for a fee item
  1. In the CTMS application header, select the LIBRARY tab.

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

    Accessing fee templates
    Figure 1. Accessing fee templates

  3. In the Fee Items table that opens, next to the item you want to activate or inactivate, from the Action(s) column, select Operation History history_icon.png.

    Accessing operation history for fee item
    Figure 2. Accessing operation history for fee item

  4. In the Operation History dialog that opens, analyze the details of all the actions performed with the fee item from its creation and up to date.

    Analyzing operation history for fee item
    Figure 3. Analyzing operation history for fee item

You have analyzed the operation history for the fee item. You can now select OK to close the dialog and return to the Fee Items list.