Data Manager Dashboard

The Data Manager Dashboard includes sets of actionable visualizations and detailed listings of queries, subjects states, and general subject data that is relevant to any clinical data manager.

About access and filters

To properly view corresponding data in the Data Manager Dashboard, you must have access to the Queries dataset. Because a dashboard is interactive, it displays any study data you already have access to. You can select what information to display using the following filters:
  • IS_CURRENT
  • STUDY_MODE
  • STUDY_TITLE
  • COUNTRY_NAME
  • SITE_NAME
  • Date Range
  • Query State (Default to Answered, Candidate and Opened)

Tip:

Analyze data from your studies one by one. If multiple studies or sites are used in a dashboard filter there is a possibility that data doesn't appear in the different visualizations due to their default sizes.

Additionally, some charts can be used as filters. Look for the filter icon (filter icon) to the left of the visualization title. Click on any element of the chart with filter interactivity to filter out the remaining visualizations according to the selected data. To reverse selection on the chart, click on any white space within it or use the undo button (undo button) at the upper right corner of the screen.

Note:

If the selected filters point to data not present on another chart, it displays No Data Found Message.

Reports

The Data Manager Dashborad includes the following reports:

Note:

Data elements used in the visualizations are listed here with data element notation, upper cases with words separated by underscores. In contrast, custom calculation elements are listed using title case. These notations match with what you see in the dashboard template.
Outstanding Queries by Site and Visit

Use case: to review high volume of queries by status at a site and to compare with other sites.

Insights:
  • Plan workload distribution and additional resources implementation to handle high volume of queries.
  • Work along with Clinical team and schedule monitoring visits to pro-actively provide training for site users to conduct a particular visit.
Visualizations:
Title Description Interactivity
Outstanding queries by Site Represents the total count of queries as well as the count of queries grouped by state for each site.
  • Type:Vertical stacked bar chart.
  • X-axis: Site name.
  • Y-axis: Queries count. Colored stacks represent counts by query status.
This chart can be used as a filter.
Outstanding Queries by Site and Visit Details Lists the total count of queries as well as the count of queries grouped by state in every visit for every subject in all sites.
  • Type: Listing table
  • Columns:
    • COUNTRY_NAME
    • SITE_NAME
    • SUBJECT_NUMBER
    • Visit
    • Open Query Count
    • Answered Query Count
    • Candidate Query Count
    • Total Outstanding Queries
Filtered data.
Query Status by Site and Subject

Use case: review specific query volume by Subject, Country and Site

Insights:
  • In case of high query volume, contact site for workload prioritization based on open queries
  • Identify the need of additional training for a site.
Visualizations:
Title Description Interactivity
Query Count by Country Heat map of queries counts by country.
  • Type: Map chart. Countries appear in heat map colors.

    Tip:

    Hover on a country to view country name and total queries count.
This chart can be used as a filter
Query Count by Country and state Lists countries upon selection along with queries count, in total and by query state.
  • Type: Pivot table.
  • Columns:
    • COUNTRY_NAME
    • COUNT

      Note:

      One COUNT column for each query state.
    • Grand Total
Filtered data.
Query Count by Study and Site Represents total queries count vs. open queries count by site. Study name details appear on hover.
  • Type: Horizontal bar chart.
  • X-axis: Queries count. Different colored bars represent total queries count and open queries count respectively.
  • Y-axis: Site name.
This chart can be used as a filter.
Query Status by Site and Subject Details Lists counts of queries by state for every subject in all sites.
  • Type: Listing table.
  • Columns:
    • COUNTRY_NAME
    • SITE_NAME
    • SUBJECT_NUMBER
    • SUBJECT_STATE
    • Open Query Count
    • Answered Query Count
    • Candidate Query Count
    • Closed Query Count
    • Deleted Query Count
    • Started Visits Count
    • % of Queries within Country
Filtered data.
Query Volume by Month

Use case: review specific query volume by month, for every site and country and by Subject.

Insights:
  • Identify which Sites have more or less queries in particular month or visit.
  • In case of high query volume, contact site for workload prioritization based on queries.
  • Identify the need of additional training for a site.
Visualizations:
Title Description Interactivity
Query Count by Status Represents the evolution of query volume by month.
  • Type: Line chart.
  • X-axis: Year-month to evaluate for active queries.
  • Y-axis: Total queries count. Different colored lines represent different query states.
This chart can be used as a filter.
Query Volume by Month by Site Lists queries count by state by month for each site.
  • Type: Pivot table.
  • Columns:
    • COUNTRY_NAME
    • SITE_ID_NAME
    • SITE_NAME
    • Month
    • COUNT

      Note:

      One COUNT column for each query state.
    Subtotal counts per site appear in red.
Filtered data.
Query Count by Subject by Month Lists queries count and state by month for every subject in all sites.
  • Type: Listing table.
  • Columns:
    • SITE_NAME
    • SUBJECT_NUMBER
    • Total Queries Count
    • Month
    • Query State
Filtered data.
Query Management Detail Report

Use this report to review query details for total query volume or by query state, for all subjects or by site. Use this information to indicate a problem with certain visit or the data collection forms.

Insights:
  • In case of high query volume, contact site for workload prioritization based on open queries
  • Identify the need of additional training for a site.
Visualizations:
Title Description Interactivity
Unresolved Queries by Site Represents the total count of queries as well as the count of queries grouped by state for each site.
  • Type: Vertical stacked chart.
  • X-axis: Site name.
  • Y-axis: Total queries count. Colored stacks represent counts by query status.
This chart can be used as a filter
Query Management Detail Report Lists query details for every subject in every site.
  • Type: Listing table.
  • Columns:
    • COUNTRY_NAME
    • STUDY_TITLE
    • SITE_ID
    • SITE_NAME
    • SUBJECT_NUMBER
    • Visit
    • FORM_NAME
    • ITEM_NAME
    • QUERY_COMMENT
    • STATE
    • QUERY_AGE
    • VERSION_START
    • USER_NAME
Filtered data.
Query Ageing by Site

Use case: review high volume of open queries and query age at a site as compared to other sites.

Insights:
  • Plan workload distribution and additional resources implementation to handle high volume of queries.
  • Work along with Clinical team and schedule monitoring visits to pro-actively provide training for site users to conduct a particular visit.
Visualizations:
Title Description Interactivity
Count and Duration of Open Queries by Site Represents open queries count by age ranges for every site.
  • Type: Vertical bar chart.
  • X-axis: Site name.
  • Y-axis: Open queries count. Different colored bars represent age ranges for the queries count:
    • 6 to 10 days
    • 11 to 30 days
    • 31 to 60 days
    • greater than 60 days
This chart can be used as a filter.
Outstanding Queries by Site and Visit Details Lists queries counts by query state, by age range for open queries and by visit, for every subject in all sites.
  • Type: Listing table.
  • Columns:
    • COUNTRY_NAME
    • SITE_NAME
    • SUBJECT_NUMBER
    • Visit
    • Open Query Count
    • Answered Query Count
    • Candidate Query Count
    • Total queries count
    • 6-10 Days Opened
    • 11-30 Days Opened
    • 31-60 Days Opened
    • >60 Days Opened
Filtered data.
Query Volume by Form

Use case: identify issues on specific forms causing high query volume. Use this information to indicate a problem with certain visit or the data collection forms.

Insights:
  • In case of high query volume, contact site for workload prioritization based on open queries
  • Identify the need of additional training for a site.
Visualizations:
Title Description Interactivity
Query Volume by Form Represents total queries count, as well as queries count by status, by form.
  • Type: Horizontal stacked bar chart.
  • X-axis: Queries count. Colored stacks represent counts by query status.
  • Y-axis: Form name.
This chart can be used as a filter.
Query Volume by Form Lists queries count, total and by status, by form, grouped by visit and by site.
  • Type: Pivot table.
  • Columns:
    • SITE_NAME
    • Visit
    • FORM_NAME
    • Open Query Count
    • Answered Query Count
    • Candidate Query Count
    • Grand Total
Filtered data.