Monitor Dashboard in SureCTMS

This topic describes the Monitor Dashboard in SureCTMS, which provides monitors and CRAs with a configurable view of site activity, document status, adverse events, and visit metrics.

Content in Progress

This page is a stub and will be expanded with full task-oriented content migrated from the legacy help.

Legacy source files:

• Viewing_and_Configuring_the_Monitor_Dashboard_in_SureCTMS.htm
• Configuring_a_Data_Card_Gadget_for_the_Monitor_Dashboard.htm
• Configuring_an_Essential_Document_Tracker_Gadget_for_the_Monitor_Dashboard.htm
• Configuring_Expired_Documents_Gadget_for_the_Monitor_Dashboard.htm
• Configuring_a_Folder_Content_Gadget_for_the_Monitor_Dashboard.htm
• Configuring_a_Folder_Overview_Gadget_for_the_Monitor_Dashboard.htm
• Configuring_a_Monitor_Visit_Metrics_Gadget_for_the_Monitor_Dashboard.htm
• Configuring_Monitor_Visit_Reports_Gadget_for_the_Monitor_Dashboard.htm
• Configuring_Monitor_Visits_Gadget_for_the_Monitor_Dashboard.htm
• Configuring_a_Protocol_Deviation_Gadget_for_the_Monitor_Dashboard.htm
• Configuring_a_Serious_Adverse_Events_Gadget for_the_Monitor_Dashboard.htm
• Configuring_a_Site_Activation_Gadget for_the_Monitor_Dashboard.htm
• Configuring_a_Study_Subject_Heat_Map_Gadget for_the_Monitor_Dashboard.htm
• Configuring_a_Total_Enrollment_Gadget_for_the_Monitor_Dashboard.htm

Overview

The Monitor Dashboard is a configurable dashboard for monitoring activity across sites within a SureCTMS project. It provides a real-time view of visits, document status, deviations, adverse events, and enrollment figures.

Accessing the Monitor Dashboard

1. Open the management project.
2. Select Monitor from the project navigation.

Configuring Monitor Dashboard Gadgets

The dashboard is made up of gadgets, each tracking a different aspect of the project. Use the Configure option on each gadget to set its data source and display options.

Gadget	Purpose
Data Card	Summary KPIs for the monitor
Essential Document Tracker	Status of required site documents
Expired Documents	Documents nearing or past expiry
Folder Content	File counts in a selected folder
Folder Overview	Structured view of a folder tree
Monitor Visit Metrics	Statistics on monitor visit activity
Monitor Visit Reports	Links to generated monitor visit reports
Monitor Visits	Scheduled and completed visits list
Protocol Deviations	Deviations recorded for the project
Serious Adverse Events	SAE summary
Site Activation	Site activation status chart
Study Subject Heat Map	Geographic view of subject enrollment
Total Enrollment	Enrollment figures over time

Adding a Gadget

1. Click Add Gadget on the Monitor Dashboard.
2. Select the gadget type.
3. Configure the data source and display options.
4. Click Save.

Removing a Gadget

Click the X on a gadget to remove it from your dashboard.

Related Topics

• Dashboard
• Manage View
• Reports