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Activate/Inactivate monitoring plan

A monitoring plan refers to a comprehensive strategy that outlines how sites of a clinical trial are to be monitored for compliance, quality, and safety. It may happen that some old monitoring plan entities are temporarily not required and you need to have a new one designed and active. For this reason, you can leave the most recent monitoring plan entities active and the old ones inactive.

To deactivate or activate a monitoring plan entity

  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 study page that opens, in the left pane, expand Monitoring and select Monitoring Plan.

  3. In the Monitoring Plan table that appears, select Inactivate inactivate_icon.png next to the active monitoring plan entity in order to deactivate it. Or select Activate activate_icon.png next to the inactive monitoring plan entity in order to activate it.

    Inactivating monitoring plan
    Figure 3. Inactivating monitoring plan

  4. If you are inactivating a monitoring plan entity, then in the Reason dialog that opens, enter the reason for deactivation and then select save_button.png.

    Entering reason to inactivate monitoring plan
    Figure 4. Entering reason to inactivate monitoring plan

Once confirmed, the monitoring plan entity is deactivated or activated. You can now proceed to creating a monitoring visit.

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