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View operation history of 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. Each monitoring plan has a history of actions done by CTMS users with it. It also shows the time pertinent to all operations and the type of operations that have been performed with each history record.

To view the operation history of 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, next to the needed monitoring plan entity, select More more_icon.png > Operation History history_icon.png.

    Accessing operation history of monitoring plan
    Figure 3. Accessing operation history of monitoring plan

  4. In the Operation History dialog that opens, view the operation history of the selected monitoring plan entity.

    Viewing operation history of monitoring plan
    Figure 4. Viewing operation history of monitoring plan

Once viewed, select close_icon_red.png to close the Operation History dialog. You can now proceed to creating a new monitoring visit.