Read and customize the study dashboard
Open Dashboard to see study health, safety, site risk, the enrollment funnel and missing ePRO surveys. Pick a level (global, country or site) and a date range, and use Customize to choose which panels you see.
Where to find it
Dashboard (left menu)
Read the dashboard
Open Dashboard from the left menu.
Site staff, CRAs, data managers and pharmacists open the study on the Casebook by default; the dashboard is one click away.
Pick the level: Global, Country or Site.
Pick a date range: All Time, the last 7, 30 or 90 days, or Custom Range.
Read the panels: Study Health, Safety Overview, Site Risk Monitor, Enrollment Funnel, Site Compliance, At-Risk Participants and Missing ePROs.
Site Risk Monitor turns a site red for unresolved SAEs, data edited after verification or compliance below 60%, and yellow for queries open more than 7 days, late entries, falling ePRO adherence or compliance between 60% and 79%.
Monitors with SDV rights also see Data requiring verification, with a link to the outstanding SDV report (verify data). Study owners see a Getting Started checklist until they dismiss it.
Customize your view
Click Customize.
Under Visible Panels, switch panels on or off.
Under Dashboard View, click + to save the layout as a named view.
Click Reset to Defaults to go back to the standard layout.
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Still need help?
Email support@capture.study or use the contact form. Tell us the study name, what you were trying to do and the exact message on screen; a screenshot helps.
Please never send participant names, contact details or health information to support.