Site oversightUpdated September 28, 2026

Clinical operations software for cross-site oversight, in one dashboard

Running clinical operations across several sites usually means chasing enrollment numbers, open queries and SDV status through separate spreadsheets and emails. Capture puts all three in one dashboard, filtered by site, with role-based access so each person sees exactly what their role needs.

  • Cross-site status in one view
  • Query management built in
  • SDV set per field

Free sandbox · No credit card · 21 CFR Part 11 aligned

Status overview · subjects by visit
SCRD1W2W4W8W12EOS
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1

dashboard for enrollment, queries and SDV status

Auto

queries raised the moment an edit check fails

Per-field

source data verification, set by you

Free

sandbox with sample data

Cross-site view

Enrollment, query and SDV status, filtered by site

Clinical operations teams need to know where a study stands across every site without a separate report from each one. Capture’s status dashboard shows enrollment, open queries and SDV progress across all sites, filterable down to any one of them.

  • Site-level participant numbering (e.g. 001-0042) and by-site filtering on every export.
  • Separate site coordinator portal, so each site sees its own data without needing the full dashboard.
  • A monitor or CRA can filter to their assigned sites without a custom report.
Status overview · subjects by visit
SCRD1W2W4W8W12EOS
01-001
01-002
01-003
01-004
01-005
01-006
Complete Partial Missing Overdue Not done Screen-failed

Query management

Queries raised automatically, tracked to close in the same system

Edit checks raise an auto-query the moment a site enters a value that breaks a rule, straight into the action list, instead of a monitor finding it weeks later during a review. Every query is logged in the same audit trail as the data it refers to.

  • Range, high, low and custom-value edit checks, with configurable priority.
  • Your own message template, filled in with the entered value and the limit.
Query management in depth
app.capture.study · Data queries
Capture data queries list with open, answered and closed queries, categories and priority

Source data verification

SDV scoped to the fields that actually need it

Set source data verification per field rather than reviewing everything at the same intensity. A monitor sees exactly which fields need verification, and every review is logged, so a risk-based monitoring plan is something you can actually demonstrate.

  • SDV flag set per field, visible to monitors in their own view.
  • Role-based access: a monitor sees coded participant IDs, not names, unless their role requires it.
Vital signs · SDV configuration
SDV: 3 of 5 fieldsSDV config v3
  • Date of birth
  • Systolic blood pressure
  • Diastolic blood pressure
  • BMI (calculated)never verified
  • Position during measurement
  • Comments

Changed by Data manager · reason: critical safety value added

Before you switch

What operations teams ask before they commit

Cost

The status dashboard, query management and SDV settings are included at every tier, including the free sandbox.

Compliance

21 CFR Part 11-aligned controls and row-level security throughout; documentation available on Enterprise.

Setup time

Add a site and get a QR code and coordinator portal automatically, no separate configuration project.

Migration

Bring an existing multi-site study across, one site at a time.

Support

Email support, typically under 24 hours, plus documentation for your own assessment on Enterprise.

See cross-site status with sample data

Free sandbox with every feature. No credit card, no sales call.

See it with sample data

FAQ

Questions teams ask before they switch

Something not covered here? Ask us directly.

Can I see enrollment, queries and SDV status across all sites in one place?

Yes. The status dashboard covers all three, filterable by site, so clinical operations does not need a separate report per site.

How does query management work?

Edit checks you set on a field raise an auto-query automatically when a site enters a value that breaks the rule, using your own message template. Every query is tracked in the same audit trail as the underlying data.

Can I scope SDV to specific fields instead of reviewing everything?

Yes. Set source data verification per field, so a monitor’s review effort matches your risk-based monitoring plan rather than a blanket policy.

Do monitors see participant names or coded IDs?

That depends on their role. Role-based access with row-level security controls whether a given role sees participant names or coded IDs only.

Can a CRA filter the dashboard to just their assigned sites?

Yes. Every view, including the status dashboard and exports, can be filtered by site.

What does it cost to try?

Nothing to start. The free sandbox has no credit card and no time limit. You pay only once you go live with real participant data.

See your next study’s dashboard

Free sandbox with every feature. No credit card, no sales call.

See it with sample data