PSV Tracker

Use the Pre-study visit tracking dashboard to track site visits prior to site finalization.

If you have a role with PSV Dashboards permission, you'll see the PSV Tracker option in the global menu's Dashboards section. The dashboard lists sites in the current study that have progressed to at least the Recommended bucket state, and by design, the grid displays sites even when they have moved out of Recommended.

The Current Status column indicates the site’s current bucket state. Editable columns in the grid allow you to update values for:

• Assigned user – Lists users in the account who have PSV dashboard permission
• PSV scheduled – Date and time input
• PSV status – Pending, Scheduled, or Completed

If preferred, you can export the list of sites to Microsoft Excel. Just click the "Export to Excel" button at the upper right.