eTMF Health

This dashlet shows a summary of the percentage of missing and collected documents as defined by the room’s configuration. Each category of documents is listed and has its own chart. To view the missing documents at each category level, click on the appropriate ‘donut’ chart to drill down if required (ex. To locate a specific site’s entries).

When viewing a list of placeholders (missing required documents) for a site or other entity, Editor and above level users will be able to press the +Add Document button to attach the necessary document to the placeholder. The primary benefit of uploading a document this way is that it will come into the room already coded with the necessary metadata to fulfill the placeholder. Whether the placeholder is filled right away or after the document passes the QC review process is determined by the room settings.

Users can also generate a new placeholder directly via this dashlet. Once the proper entity is located, the user can press the +Add Placeholder button, select the document type and fill in any other required metadata to create the placeholder.