Study Activity Plans

Users with Admin, CRA, and CSM access can apply activity plans to studies. Users have the ability to associate and existing plan or create a new plan directly within the study.

To access Study Activity Plans, follow the steps below.

  1. From the left-hand navigation pane, select the Studies link.
  2. On the Studies screen, click on the study name.

  3. On the Study Details screen, click on the Activity Plans from the left navigation pane.
  4. The Activity Plans screen displays the following tabs.
    1. Plans in Use
    2. Scheduled Plans
    3. Templates