New Feature: Site Visit Windows

This feature offers users more insight into site visit compliance. In combination with the existing CTMS feature of site visit forecasting, site visit windows will allow for the user to easily identify site visits that occur in or out of the window. Users will be able to define visit frequencies with an allowable range of days, ensuring visits align with the study’s monitoring plan.

• Users can currently set visit frequencies, for example ‘+ 30 days,’ allowing for tailored scheduling of next visits to accommodate study needs.
• With this release the system will now allow for the configuration of acceptable visit windows, giving teams the flexibility to plan visits within a defined timeframe around the planned visit date, ‘+30 days within -/+ 5 days’.
• As part of the upgrade, existing customers with month-based visit frequency settings will automatically transition to a 30-day frequency. ‘Month’ value will no longer be available for selection.
• Site Visits with a status of Planned or In Progress at the time of window definition Initial Entry will have a window calculated within dashboards
• Site Visits with a status of Planned or In Progress at the time of window definition Editing will have a window re-calculated within dashboards

Business Value: This enhancement simplifies visit planning, boosts operational efficiency, and unlocks new reporting and analytic features.