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Export monitoring visit list

A monitoring visit refers to an activity when 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 checks that the study is conducted in compliance with relevant regulatory requirements and GCP guidelines. You can download the entire list of monitoring visits for a specific study in XLSX format to your computer to view this list offline.

To export the list of monitoring visits

  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 Visit.

  3. Above the Monitoring Visit table that appears, on the workspace toolbar, select Export linelisting_icon.png. From the dropdown menu that appears, either select Monitoring Visit List or Trip Report (un-editable) to export.

    Exporting required monitoring visit report
    Figure 3. Exporting required monitoring visit report

  4. The downloads widget appears showing the export progress. Select the widget to access exported files.

    Downloads widget showing monitoring visits being exported
    Figure 4. Downloads widget showing monitoring visits being exported

  5. In the My Downloads dialog that appears, in the Download is Ready tab, select download_icon.png next to the required exported file.

    Downloading monitoring visits report
    Figure 5. Downloading monitoring visits report

Once selected, the monitoring visits report is downloaded as an XLSX file to your computer.

In this section:

A person responsible for overseeing and monitoring a clinical trial to ensure it is conducted in compliance with regulatory standards and protocols. The CRA’s scope of work might include protocol review, site selection and initiation, monitoring, data entry control, and more.

In the eClinical system, the Clinical Research Associate (CRA) user role is assigned to a person who works with the sites, and in EDC, mainly has to make sure that the entered data is truthful to the source document. CRA checks the source document in a process called source data verification and ensures that everything entered by the clinical research coordinators is valid to avoid any discrepancies caused by human errors.

An international ethical and scientific quality standard for designing, recording, and reporting trials that involve the participation of human subjects.