Skip to main content

Work on pending payment request 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, auditing, or confirming receipt of the payment requests—inquiries to perform financial compensation for a service. With this functionality, users in charge can directly access all the payment requests awaiting their action in one place.

To work on pending payment request 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 Payment Requests task category tile.

    Selecting payment requests tile
    Figure 3. Selecting payment requests 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 payment requests assigned to you are displayed. Locate the payment request on which you want to work and select its Request ID value.

    Selecting payment request to work on
    Figure 4. Selecting payment request to work on

    Tip

    To facilitate your search, select the number next to the payment request task category—Pending Submit, Pending Approval, Pending Payment, or Pending Confirm Receipt—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 payment request details page where you can now submit the payment request, audit and pay the payment request, or confirm the payment receipt depending on the current task.

Payment request auditing page example
Figure 5. Payment request auditing page example

Tip

Use the Payment Requests table to navigate between payment requests 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: