Analyze operation history for pricing template
A pricing template is a reusable instance that outlines the services and occurrences entitled to financial compensation, billing methods, and other details. Preconfiguring pricing templates simplifies contract design since you do not have to set up pricing details from scratch for every vendor.
In the course of a clinical trial, various modifications can be made to the pricing template, 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.
-
Access the study management page in one of the following ways:
-
In the CTMS application header, select the DASHBOARD tab and then select the study dashboard of your interest.
Figure 1. Accessing study management from dashboard
-
In the CTMS application header, select the STUDY MANAGEMENT tab. Then from the Study Data List table, select the study name of your interest.
Figure 2. Accessing study management from study data list
-
-
On the page that opens, in the left pane, select Financial Management > Pricing Template.
Figure 3. Accessing pricing templates
-
In Pricing Template List that appears, locate the template for which you want to analyze the operation history. Then from the Action(s) column, select More
> Operation History 
.
Figure 4. Accessing operation history for pricing template
-
In the Operation History dialog that opens, analyze the details of all the actions performed with the pricing template from its creation and up to date.
Figure 5. Analyzing operation history for pricing template
You have analyzed the operation history for the pricing template. You can now select OK to close the dialog and return to Pricing Template List.