Rooms Documents view on Homepage

  1. On the right side of the Home Page, users can view the total number of Countries, Pending Sites, Active Sites, and the total number of documents available in the room.
  2. The Home Page provides an overview of document statuses, including the number of Collected, Missing, Required Coding Final, Expired, Expiring, Open Queries, and Rejected documents.

  3. Below all the entities have been explained.
  • Countries: This is the number of countries in the room. It is available for eTMF or Collaborate rooms.
  • Pending sites: This is the number of non-active investigative sites. It is available for eTMF or Study Start-Up rooms.
  • Active sites: The number of active investigative sites. It is available for eTMF or Study Start-Up rooms.
  • Expired documents: This is the number of expired documents in the room. A document is considered to be expired when it has an expiration date earlier than today. It is available for eTMF, Study Start-Up, Collaborate, and TI Docs rooms
  • Total documents: The overall number of documents in the room. This number includes only "documents" in all modules in a room, no deleted, purged, or missing documents. It is available for all rooms.
  • Collected documents: The number of collected documents. This number includes all documents marked as required for the eTMF, which we consider to be collected. It is available for eTMF or Study Start-Up rooms.

  • Missing documents: The number of missing documents. This number includes all eTMF placeholders that have no document that can be considered as collected. This number represents the difference between the number of all required documents in a room and the number of required documents that we have already collected. It is available for eTMF or Study Start-Up rooms.

    In the corresponding grid, we see all placeholders we still have to submit a document and all submitted documents we do not consider as collected. For one placeholder, we may have several submitted documents, and that makes a difference in the number of missing documents we have in the KPI dashboard and the grid.

  • Required coding: This is the number of non-final documents which are in a workflow. TI does not consider rejected documents or those documents which have been excluded from the workflow. It is available for eTMF or Study Start-Up rooms with a Workflow enabled and only for Editors and higher-level users.
  • Final documents: This is the number of documents with a status of Final, regardless of whether the document was submitted as Final or published via the workflow. It is available for eTMF or Study Start-Up rooms with a workflow-enabled
  • Expiring documents: This is the number of expiring documents. The expiring period is configurable on a room level via the room settings. It is available for eTMF, Study Start-Up, Collaborate, and TI Docs rooms.
  • Open queries: This is the number of "Pending" and "In Progress" queries in the room. It is available for all rooms with queries.
  • eSignature requests: This is the number of documents that were sent to the eSignature workflow stage and have not been signed yet. It is available for Collaborate and TI Docs rooms with eSignature enabled.
  • eSignature in progress: This is the number of documents that were sent to the eSignature workflow stage, and signing is in progress. It is available for Collaborate and TI Docs rooms with eSignature enabled.
  • Periodic review: This is the number of documents that require periodic review. It is available for Collaborate and TI Docs rooms with the eSignature module enabled and only for Editor-level users and higher.
  • Rejected Documents: This is the number of Rejected documents in the room. When we click on the Rejected Symbol. The Rejected Documents window appears with the list of rejected documents presented in the room. Users can go to the document by clicking on the left-pointing arrow symbol.