Access study site history view

View a study site's historical performance for studies within the account.

You will need permission to access the site grid as well as the Cross-study study-site view permission to complete this procedure.
  1. In any site grid (meaning any selection step and bucket state), click the Actions option on the study site row, or right-click on the study site row. In the menu, click View site history.
  2. In the history drawer, view the study site's summary metrics at the top of the page (total studies, surveys completed, CDAs completed.
  3. Below the metrics, open and close the accordion panels using the arrows < and > at the far left of each panel. When open, you can view Survey, CDA, and Note history details as available.
  4. To exit the drawer, click Close at the upper right.