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Work on contract submission and approval tasks

When managing a study in CTMS, you can access all your tasks from a single interactive dashboard called My Work. This dashboard features all your tasks conveniently categorized by tiles.

One of the tiles comprises all your tasks related to submitting or auditing the contracts—agreements between the sponsor and the vendor for certain services to be financially compensated on the established terms. With this functionality, users in charge can directly access all the contracts awaiting their submission or review and approval.

To work on contract submission and approval tasks

  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. On the My Work page that opens, select the Contracts task category tile.

    Selecting contracts tile
    Figure 3. Selecting contracts tile

    Important

    Note that the task categories you see may differ depending on your user role and the set of tasks assigned to you in the system according to your field of responsibilities and company arrangements.

  3. In the table that appears, all the contracts you have to submit and those assigned to you for review and approval are displayed. Locate the contract on which you want to work and select its Contract Code value.

    Selecting contract to work on
    Figure 4. Selecting contract to work on

    Tip

    To facilitate your search, select the number next to the contract task category—Pending Submit or Pending Approval—to filter the table appropriately. Select filter_icon_red.png to collapse the filter panel and return to the unfiltered task list.

You have accessed the contract details page where you can now submit the contract or audit the contract depending on the current task.

Contract submission page example
Figure 5. Contract submission page example

Tip

Use the Contracts table to navigate between contracts awaiting your action without returning to the My Work dashboard. Otherwise, select Back to My Work to return to your other task categories.

You can also use refresh refresh_icon.png to see the latest tasks or collapse collapse_icon.png or close x_icon.png the table if not needed.

In this section:

Any person, company, institution, group, or organization that is a client of EDETEK and a user of the eClinical system.

In the eClinical system, the Sponsor role is assigned to the user who oversees or pays for a clinical trial and collects and analyzes the data. Before the study goes live, the Sponsor users work closely with the data managers, configuring CRFs and other aspects to make sure everything meets their requirements before giving the green light for the study to go live. In the course of a trial, the Sponsor users make requests for amendments in the system according to a new protocol version, changes in business requirements, or other needs.

A client’s partner company represented by an automated system that derives clinical data and sends it to, or receives it from the eClinical system.