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View reference items of autoexecution task

The autoexecution tasks added to CTMS to trigger for a certain event—monitoring visit creation or KRI email notification—can be edited to adjust them to your evolving business needs.

For the autoexecution tasks that resulted in creation of monitoring visits, you can refers to the list of such visits in a separate dialog so you know how many of them have already been generated and analyze their details.

To view the reference items of the autoexecution task
  1. 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.

      Accessing study management from dashboard
      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.

      Accessing study management from study data list
      Figure 2. Accessing study management from study data list

  2. From the left pane of the study page that opens, select RBM > Auto-execution Engine.

    Accessing autoexecution engine
    Figure 3. Accessing autoexecution engine

  3. In the Auto-execution Task List table that appears, next to the needed task, select More more_icon.png > Reference Items reference_item_icon.png.

    Accessing reference items of task
    Figure 4. Accessing reference items of task

  4. In the Reference Items dialog that appears, view the full list of monitoring visits that have been generated based on the selected autoexecution task.

    Viewing reference items of autoexecution task
    Figure 5. Viewing reference items of autoexecution task

Once viewed, select OK_button_red.png to close the Reference Items dialog.