Track follow-ups with action items
Click the Action Items icon at the top of the screen and choose View All Action Items to see, create and update follow-ups. When CRO collaboration is switched on, follow-ups are managed as team tasks instead.
Where to find it
Action Items icon at the top of the screen > View All Action Items
Create an action item
Open the action items list and click New Item.
Fill Title and Description.
Choose a Category (Documentation, Training, Enrollment, Data Quality, Regulatory or Other) and a Priority.
Choose the Site and Assign To, and set a Due Date.
Click Create Action Item.
Update or close an action item
Click the item in the list.
Change Update Status to In Progress, Completed or Cancelled.
Write Resolution Notes and click Save Notes.
For follow-ups from a monitoring visit, site staff respond or mark the item in progress, and the CRA closes, cancels or reopens it with a reason.
Set default deadlines
Study managers set how many days each type of item gets in Settings > General > Action Item SLA Deadlines (SDV, monitoring visit, data query, safety event, protocol deviation and manual items). New items get these due dates automatically.
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