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Manage View

Content in Progress

This page is being migrated from the legacy help documentation. Full content will be available soon.

Mobile access: The Manage view is accessible from a mobile browser. Reports and calendar features are also available on Android and iOS devices.

Using the Manage View​

An overview of the Manage view and how to navigate its sections.

Calendars​

How to view and use the project calendar.

Sites and Study Subjects​

  • Creating a site
  • Creating a study subject
  • Managing sites
  • Managing study subjects (including scheduling appointments)
  • Viewing subjects by site or treatment group
  • Study subjects heat map

Organisations and Investigators​

How to create and manage organisations and investigators in the project.

Serious Adverse Events​

How to create, edit, delete, and report on serious adverse events.

Activities and Tasks​

How to create and manage activities, tasks, action items, and activity plan templates. Includes meeting activities, monitor visits, subject visits, and follow-up activities. Includes generating activity and action item reports.

Project Milestones​

How to add, view, and manage project milestones and generate milestone reports.

Protocols​

How to manage study subject procedures, visits, protocol deviations, and subject visit plans.

Document Tracker​

How to use the Document Milestone Manager to track essential document collection.

Financials​

How to configure and manage the budget planner, payment parties, payments, and financial reports. Includes study subject visit and procedure pricing.