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Activate/Inactivate monitor template

In CTMS, you can modify the status of a monitor template. You can either set the template's status to Active or Inactive. An active monitor template can be assigned to a monitoring visit via the STUDY MANAGEMENT tab of CTMS. Whereas, an inactive template cannot be assigned to any visit. You may require inactivating a template if, for example, the ongoing study does not require it but you suspect that it can be required in the future for some other monitoring visit and you cannot risk losing it. Therefore, in the future, whenever required, you can again activate it.

To activate or inactivate the monitor template

  1. In the CTMS application header, select the LIBRARY tab.

  2. From the left pane of the page that opens, select Monitor Template.

    Accessing monitor template subtab
    Figure 1. Accessing monitor template subtab

  3. From the Monitor Template List table, locate the active template that you want to inactivate or an inactive template that you want to activate.

  4. Next to the template, from the Actions column, select Activate activate_icon.png or Inactivate inactivate_icon.png as required.

    Activating/Inactivating monitor template
    Figure 2. Activating/Inactivating monitor template

After selecting one of the required options, the monitor template is activated or inactivated.

In this section:

A monitor template is created for recording the details of a monitoring visit, such as information about the subject's enrollment and retention, source data verification, protocol deviations discovered at the site, and so on. Since the monitoring visit data may vary, to accurately and efficiently capture and record the information, you can create the following types of forms in a monitor template: simple, log, and grid.

The simple and log forms are straightforward and incorporate questions and answers for the reviewer to provide details of their monitoring visit. Grid forms are two-dimensional forms comprising rows and columns that can be used to answer multiple questions for different fields of the same question.