Contact Start and End Dates

Track contacts accurately for more precise expired document reporting.

- During a clinical trial, site personnel change often at the site, and investigators may participate in a trial for a brief period, and then hand the responsibility to another investigator. This makes tracking required documents somewhat challenging at times, and the expiration of medical licenses and similar documents should be aware of when an investigator joined or left the site staff to ensure documents are not marked as required when they are not needed.

For these reasons, a Contact in the eTMF will now support start and end dates to improve both required and expired document tracking. These start and end dates may be inherited from the CTMS, or they may be set on individual contacts within the eTMF. Once set, these dates are compared against document expirations, ensuring that expiring documents are not tracked for a Contact that has already left the trial (or has not yet joined).