Using CTMS Dashboards

The Dashboard view presents various metrics, tasks, payments, and other key information required for Study success at a single place in a Protocol-level view or a Site level view.

• Protocol Dashboard: A Protocol level Dashboard displays key information of the Protocol, Sites within the Protocol, Subjects within the Protocol, Protocol payment status and information, Overall trip reports of the Protocol with their status of completion, overdue, and so on.

• Site Dashboard:A Site level Dashboard displays key information of the Site, Site Subjects, Trip reports status of the Site, and Site payments.

Note: You can configure and customize the Site statuses and the Subject statuses that are to be displayed on the Dashboards.

This chapter contains the following topics:

• Configuring Site Status for Custom Status

• Configuring custom Subject Status for Dashboard

• System Preferences for Dashboards