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Workflow setting

A workflow represents a series of tasks performed to complete an action, such as to audit payment requests, contracts, trip reports, and potential protocol deviations in CTMS. The workflow tasks are repeatable business processes that are automated to involve minimal human interaction. In different studies, workflows may include various actions, such as submission, approval, or signature, depending on the business requirements of the sponsors or the study protocol.

In CTMS, from the Workflow Setting page, you can create custom workflows involving tasks of your choice.

Workflow setting
Figure 1. Workflow setting

The elements of the Workflow List are explained in the following table.

Element

Details

Name

Represents the name of the workflow. Upon selecting, you can edit the workflow.

Applicable Study

Represents the name of the study for which the workflow is designed and applicable or All if the workflow is applicable for all studies you manage in CTMS.

Type

Represents the purpose for which the workflow is created—trip report, potential PD, contract, or payment request approval.

Created By

Represents the username of the person who created the workflow.

Status

Represents if the study is activated.

Create Time

Represents the date, time, and time zone indicator when the workflow has been created.

In the Workflow Setting subtab, you can perform the following actions:

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.

In a clinical trial, a document that describes the objectives, design, methodology, statistical considerations, and aspects related to the organization of a study.