Export fee item list
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.
The complete list of fee items available in the CTMS system can be extracted as the Excel file to your computer for sharing with stakeholders or other business purposes.
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In the CTMS application header, select the LIBRARY tab.
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On the page that opens, from the left pane, select Fee Template.
Figure 1. Accessing fee templates
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In the Fee Items page that opens, from the workspace toolbar, select Export
.
Figure 2. Selecting option to export fee item list
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In the downloads widget that appears, view your download progress. Select the widget to open the My Downloads dialog.
Figure 3. Downloads widget for fee item list
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In the My Downloads dialog that opens, you can find the following tabs:
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Preparing: lists all the files whose export is in progress, and they are not yet ready for download. Wait until the needed file moves to the Download is Ready tab.
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Download is Ready: lists the files whose export is complete, and they can be downloaded to your computer by selecting
.
Figure 4. Downloading extracted fee item list
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Once downloaded and saved, the fee item data in the XLSX format becomes available on your computer.