Site Visit Report Review Status

The Site Visit Report Review Status dashlet displays the cross-study site visit ownership data. Users can view the past, present, and future visits associated with a selected visit owner.

A user can perform the following actions on this dashlet.

1. Click on the Assigned to Me, All, No Reviewer and Visit Owner tabs to view the visit data accordingly.

   

2. Apply the following filters on the Assigned to Me, All and No Reviewer tabs.
   1. All
   2. Past Due
   3. Approaching Due
   4. Report Status
   5. Owner
   6. Study
   7. Site
   8. Visit End Date
3. Apply the following filters on the Visit Owner tab.
   1. Study
   2. Protocol Number
   3. Site Status
   4. Site Visit Owner
   5. Visit Type
   6. Visit Planned Date
   7. Visit Start Date
   8. Visit End Date
   9. Conducted Type
   10. Visit Status
   11. Site Location
   12. Report Status

       

4. Click on the Export button to export the dashlet data into the CSV or XLSX file format. Refer to the Exporting Contacts section for the standard steps for exporting data in CSV or XLSX file format.

Important

• Only site visit report reviewers can view the Assigned to Me, All, and No Reviewer tabs within the dashlet.
• CRAs can view only the Visit Owner tab within the dashlet.