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Tasks dashboard

The My Tasks dashboard is informative and designed to give you a general understanding of your personal workload over all studies to which you have access.

Tip

Upon selecting any tile of your interest, the system always directs you to the My Work dashboard, where you can concentrate on resolving your respective assignments for that particular study.

My tasks dashboard
Figure 1. My tasks dashboard

Each study is represented by an individual tile comprising a set of task categories. The task categorization is as follows:

Important

Note that the preceding task categories you see may differ depending on your user role and the set of tasks assigned to you in the system according to your field of responsibilities and company arrangements.

In this section:

An activity in which a monitor, usually a clinical research associate (CRA), visits sites to review and verify study-related activities, including data collection, patient safety, and adherence to the study protocol. The monitor also verifies that the study complies with relevant regulatory requirements and GCP guidelines.

In CTMS, an instance created to address issues or discrepancies discovered during a monitoring visit. One issue may have several action items associated with it because a resolution of a single issue may require several steps.

In CTMS, a finding that is discovered during a monitoring visit at a site and requires resolution. Issues can take many forms, depending on the nature and severity of the finding. An issue may also involve correcting data errors in subject records.

In eClinical, queries are created to ask a question or get feedback from a designated system user on a particular data item. There are two types of queries in the system:

  • Manual query: these are created by the system users and assigned to responsible users to address the issues and either correct them or confirm the data's accuracy.

  • System query: these are generated automatically by the system and require user interaction to manage and resolve them.

A divergence from the IRB or sponsor-approved study design or procedures defined in the protocol, consent document, or study materials. The deviation can occur due to multiple reasons, such as a subject missing their visit, enrolling a participant who did not meet all the inclusion criteria, failing to perform a required lab test, and so on.