View reference items 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 of the created monitoring plan entities refers to the list of monitoring visits that are generated based on the monitoring plan schedule. You can view this reference list in a separate dialog so you know how many monitoring visits have already been created according to the monitoring plan.
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Access the study management page in one of the following ways:
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In the CTMS application header, select the DASHBOARD tab and then select the study dashboard of your interest.
Figure 1. Accessing study management from dashboard
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In the CTMS application header, select the STUDY MANAGEMENT tab. Then from the Study Data List table, select the study name of your interest.
Figure 2. Accessing study management from study data list
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On the study page that opens, in the left pane, expand Monitoring and select Monitoring Plan.
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In the Monitoring Plan table that appears, next to the needed monitoring plan entity, select More
> Reference Items 
.
Figure 3. Accessing reference items of monitoring plan
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In the Reference Items dialog that opens, view the list of monitoring visits referenced to the selected monitoring plan entity.
Figure 4. Viewing reference items of monitoring plan
Once viewed, select 
to close the Reference Items dialog. You can now proceed to creating a new monitoring visit manually.