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View operation history of monitor template

In CTMS, you can view the history of the actions performed to the monitor template. This may be required if you want to know when and which particular user performed a particular action, such as activated, inactivated, or submitted the monitor template. The Operation History feature maintains the records that capture the date and time of an action performed to a template along with the username of those who carried out the operation on the template.

To view operation history of a monitor template

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

  2. On the page that opens, from the left pane, select the Monitor Template subtab.

    Accessing monitor template subtab
    Figure 1. Accessing monitor template subtab

  3. From the Monitor Template List table, locate the template for which you want to view the history records, and next to it, from the Actions column, select History history_icon.png.

    Accessing history of monitor template
    Figure 2. Accessing history of monitor template

  4. In the Operation History dialog that appears, view the required details. The information displayed in the dialog is explained in the following table.

    Viewing operation history of monitor template
    Figure 3. Viewing operation history of monitor template

    Element

    Details

    Create check_box_green.png

    Represents that the monitor template is successfully created, along with the username of those who created the template, and the date and time at which the template is created.

    Final check_box_green.png

    Represents that the monitor is successfully submitted and is ready to get assigned to a monitoring visit. Also, it mentions the username of those who submitted the template and the date and time at which the template is approved.

    When the monitor template is in the Draft phase and is not submitted (or approved), the checkbox is grayed out checkbox_greyed_out.png.

    Operation

    Represents the action performed to the template along with the user role who performed the action, such as Template submit by "DM".

    User

    Represents the username of the user who performed the action to the template.

    Time

    Represents the date and time at which the action is performed to the template.

    Comment

    Represents the comment added (if any) by the user while performing a particular action, such as the comment added while submitting a monitor template.

    OK

    Select OK_button_red.png this to close the Operation History dialog.

After viewing the operation history, when the Operation History dialog is closed, you are returned to the Monitor Template List table.

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.